Fiduciary and Trust Services
First Southeast Fiduciary and Trust Services offers a full range of services to provide for your peace of mind. With a focus on investment performance and experience, our trust professionals offer high quality service and individualized attention.  After an initial consultation to determine your personal financial goals, we will recommend a program customized for your needs.  
 

Our services include:  

Personal Trust & Fiduciary Services  
  • Living Trusts
  • Trustee Under Will
  • Charitable Trusts
  • Estate Settlement Services
  • Conservatorship Services
  • Trustee and Custodian of IRA Rollover Accounts
Investment Management Services 

Managed Investment Accounts

  • Personal
  • Endowment & Foundations

Non-Managed Investment Accounts

  • Custodial and Recordkeeping

Administration  |  Fees, Compensation  |  Investments

  

First Southeast Fiduciary & Trust Services, Inc.
34 Broad Street, Charleston, SC  29401

Copyright © 2001-2003  All Rights Reserved.
  
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