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The
Orange County Trust Company
offers a wide
variety of investment choices and will custom-tailor
a portfolio that is right for you.
The Bank
can also
serve as fiduciary (Trustee/Executor)
under your
Trust or Will. Our
experienced staff
will be glad to
speak with you about how we can
help
fulfill your
financial goals.
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The Investment & Trust Team (l to r):
Stacey Nelson, Trust Officer,
Glenn Wassermann, SVP & Senior Trust Officer;
Ken Flood VP & Investment Officer and
Eileen Osterby, Trust
Officer
INVESTMENTS AND TRUST/ESTATE ADMINISTRATION
For well over 100 years the Orange County
Trust Company has served
the financial needs of the Hudson Valley like no
other bank. We take pride in our investment management
expertise, experience and track record. Our fiduciary work,
serving as your Trustee/Executor, remains without peer.
Our reliability and commitment to building long-term
partnerships adds value to each account relationship.
INVESTMENT MANAGEMENT
The word is out. Leading
financial analysts
have reported that, as money managers,
banks perform as well as or better than
investment advisors, mutual funds or
insurance companies.
And the word is out about Orange County
Trust Company's recognized leadership
in sound conservative investment management.
Behind every
decision we make is a
foundation of solid economic and market
analysis and a thorough knowledge of the
goals, time-horizon and investment
objectives of our clients. We have a
tradition of exercising patience and
discipline. Our strong belief in portfolio
diversification reduces risk. We start with a
well defined investment plan and then
continuously monitor your portfolio to
deliver monetary rewards and financial
security, all at a very competitive price.
RETIREMENT &
PENSION INVESTMENT SERVICES
IRAs were created by Congress to provide individuals with
certain advantages while saving for retirement.
Pension savings plans are frequently offered by sole
practitioners, partnerships and corporations.
We can provide comprehensive investment management services for
both of the above described relationships.
TRUST & ESTATE
ADMINISTRATION
Orange County Trust
Company will protect your family's wealth by serving as your Trustee
and/or Executor. We have managed trusts and estates since 1892 in an
objective, efficient and cost-effective
manner.
Our expert staff, housed locally,
maintains the highest standards of
confidentiality and provides personal,
caring service.
If you want a better way to invest or
protect your family's wealth, call 341-5037
for an appointment or contact us by e-mail:
Glenn Wasserman, SVP/Senior
Trust Officer,
GWassermann@orangecountytrust.com
Ken Flood, VP/Investment Officer,
KFlood@orangecountytrust.com
Stacey Nelson, Trust Officer,
SNelson@orangecountytrust.com
Eileen Osterby, Trust
Officer,
EOsterby@orangecountytrust.com
Donna Haas, Trust Operations
Officer
DHaas@orangecountytrust.com
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MARKET UPDATE
FROM GLENN WASSERMANN
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Acquiring wealth is one thing; conserving
it is another. Financial markets gyrate; the economy swings unpredictably; politics and international relations impact daily life
as never before; family financial needs change in unexpected ways.
Because you can't predict the future, you
need a plan and an advisor to meet it with confidence, come what may.
That plan could include Investment and Trust services, and we want to
be your partner. With our professional guidance, we bring an
added measure of financial peace of mind to you and your family.
You can look to us for a full range of
money-management skills and facilities. And you will find an
emphasis on responsive, personal service that is rare in today's
business world.
We cordially invite you to become better
acquainted with us and our work. If you prefer to have one of
our professionals meet with you at your home or office, simply phone
us at
845-341-5037 to arrange an appointment.
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