Why Should the Solo Ager Choose a Corporate Fiduciary?

For the Solo Ager, these benefits of working with a corporate fiduciary (such as Garden State Trust Company) should be given careful consideration:

  • A corporate fiduciary is held to the highest legal standard of always putting their client’s interest first.
  • A corporate fiduciary does not take vacations, get sick, or move away.
  • A corporate fiduciary is skilled in portfolio management.
  • A corporate fiduciary will be familiar with the federal and state laws that relate to their client’s financial well-being.