Trust Services

Andrew Loechl, CFA has an extensive background in trust portfolio management including but not limited to Living Trusts, Charitable Trusts, Testamentary Trusts, Generation Skipping Trusts, Special Needs Trusts, and Guardianship accounts. Based on the type of trust and the governing trust document, Eagle Harbor works with individual trustees, co-trustees, and corporate trustees to manage the trust investments.  For accounts that require a corporate trustee, Eagle Harbor currently manages several trust investment portfolios at nationally recognized trust companies where we serve as an external portfolio manager or sub advisor.