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Trust Services

Through Cetera Advisor Networks, we are able to provide Trust Services in conjunction with our partner, ING Trust.

They serve as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial consultants. This model allows our clients to utilize ING Trust to provide professional trust administrative services while we provide investment management services.

With over $27 billion in assets under administration and trust powers in all 50 states, ING Trust has the expertise to handle the complex business of a fiduciary for the following:

  • Revocable and irrevocable trusts
  • Family trusts
  • Charitable trusts
  • Foundations and endowments
  • Grantor retained annuity trusts (GRATs)
  • Minor trusts
  • Irrevocable life insurance trusts (ILITs)
  • Defined benefit plans for businesses, and more 

Because ING Trust doesn't provide investments, lending or deposits, they can stay focused on providing world-class trust services as a noncompetitive partner to you.