Plante Moran Trust seeks to offer its clients an independent, comprehensive, specialized, unbiased investment approach to personal trust services. It works with its clients to help them manage their portfolio and select from the best funds to ensure the investment objective of the trust. It offers investment management services at institutional rates at competitive rates. In addition, Plante Moran Trust can offer its services in situations where the client – as the attorney, family member, or other advisor – is the trustee, facilitating client control.
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