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Besides handling the full range of trust administration services for living, testamentary, and other trusts, Advocacy Trust offers comprehensive custody services providing you the flexibility to manage your own investment portfolio, while freeing you from the burden of administrative tasks.

 

Under our custody arrangements, you can retain full trustee ownership of the assets and control over the investment management decisions. We will handle all the accounting and administrative details for your account.

 

We also provide physical protection of your assets, execute your security transactions, reinvest income, make distributions in accordance with your requests and prepare tax reporting for your account.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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