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A Pennsylvania Trust Company regulated by the Department of Banking

REASONS TO CONSIDER

 ALIGNED PARTNERS TRUST COMPANY:

FLEXIBILITY

Aligned Partners will:

• allow choice of custody services through Bank of New York, Charles Schwab & Co., Inc., and Fidelity Investments;
• provide mixed and matched specific services priced to match combinations of services, ranging from custody, record-keeping/accounting, bill payment, calculation and payment of estimated taxes, tax-return preparation, investment management, performance measurement with full fiduciary services;
• agree to include provision in trust agreement providing client or chosen person(s) the power to change the trustee at any time; and
• provide access to SunGard Overlay Platform which allows for the use of numerous institutional investment advisors that have passed the stringent due diligence tests of SunGard.

INNOVATION

Aligned Partners offers:

• Individual Trustee Support Services.
• On-line legal resources, which include hyper-linked and searchable versions of:
  • Pennsylvania Probate Estate and Fiduciaries Code, (PA Title 20 PEF Code);
  • Pennsylvania Inheritance and Estate Tax Act;
  • PA Supreme Court Orphans' Court Rules; and
  • Allegheny County Orphans' Court Rules.
• Optional on-line access to client account at no extra charge.  To explore a demonstration of this feature, follow this link: On-Line Demo.

COST EFFECTIVENESS

Aligned Partners Provides:

• all-in-one fiduciary fee, no hidden fees or sales commissions;
• securities transaction fees which are done at discount brokerage rates;
• long-term, diversified investment strategy resulting in minimized transaction and tax costs;
• overall tax-managed investment strategy;
• low-cost index funds (where appropriate) which are very tax efficient due to low turnover ratios; and
• low-minimum fee for small accounts.

Aligned Partners Trust Company
707 Grant Street
2800 Gulf Tower
Pittsburgh, PA 15219
Contact Aligned Partners