Estate Settlement

At Old North State Trust, we believe that asset management is an integral part of our client’s overall financial well-being, and we are committed to managing our client’s accounts with great attention to detail and the utmost respect for their financial goals.  As we begin our relationship, our clients will be asked to complete a questionnaire to help us determine their individual investment profile.  A number of factors both quantitative and qualitative are used in determining the investment objective for our client’s accounts and the profile is a tool designed to aid in determining that objective.

 

Once the asset allocation is set, the Investment Policy Statement (IPS) acts as a guide for the overall investment of the portfolio and will allow us to monitor and adjust the portfolio as needed.

 

We believe in both a “top down” and “bottom up” approach to asset management.  We are in tune to current market conditions and continuously monitor the economic climate to ensure a stable portfolio that will adhere to prudent investment management, but we also tailor these decisions to meet the individual goals of our clients as defined by periodic meetings and updates to the IPS.

 

Old North State Trust’s goal is to provide the highest quality investment advice with superior customer service.  We seek to maximize returns for our clients while emphasizing the safety of principal by utilizing proven risk management techniques.

 

We are a fee based money manager with no proprietary products; therefore, we do not have the conflicts of interest faced by other managers.

 

We are relationship driven, not transaction driven.  Our clients are individuals and businesses seeking to develop a relationship with a trusted advisor.

 

On an ongoing basis, clients will receive a periodic report that reflects the performance of their investments, their transaction history, and information on their current holdings.  Their investment advisor will meet with them as often as they desire to ensure that their objectives are being met with complete satisfaction.

 

Self Directed IRAs

 

Old North State Trust, LLC gives investors greater control of their retirement funds by allowing true diversification into many investment opportunities such as a Real Estate IRA. A self-directed IRA allows traditional investments in stocks, bonds, and mutual funds, as well as “less-traditional” investments, like real estate, mortgages/deeds of trust, and other private placements and limited partnerships.

 

As custodian, Old North State Trust LLC is not involved in selecting investment properties, but provides investors with a tool to use their knowledge of the real estate market by investing through a self-directed IRA. Investments grow tax-free or tax-deferred in a Real Estate IRA.

 

For more information or to ask specific questions, please contact one of our professionals.