We at The Trust Company of Manhattan feel that the best clients we can have are knowledgeable well informed clients. In that respect we are providing online access to our quarterly Investment updates, information on funds in our model portfolio and coming soon online access to our newsletter.*Formation of The Trust Company. The Trust Company of Manhattan was incorporated in 1992. The Company was formed in response to the need for a local, professional capital management service. Mark Knackendoffel, along with 15 other local investors, established The Trust Company of Manhattan as an independent, state-chartered trust company (one of four in Kansas--the others being located in Kansas City, Topeka and Wichita). The company then purchased the investment management and trust services business of FirstBank of Manhattan, which had $24 million of assets under management*Basic Scope of Services. The firm provides professional investment management, estate and retirem ent planning, administration of employee benefit plans and trust administration services to individuals, families and businesses*Client Base. The Trust Company currently manages approximately 700 portfolios totaling over $300 million in client assets*Local Ownership and Management. The Trust Company is the only locally-owned and managed investment and trust administration firm in the Manhattan area*Independence*Regulation & Supervision*Insurance Protection For Client
The creation, management and protection of property and financial assets for retirement and the benefit of others have become increasingly complex. Not so long ago, trust services were the prerogative of the wealthy. Today, many individuals and businesses need financial management services and guidance. Investing today has evolved into a job for the trained professional. We have developed and continue to enhance our trust and investment services to meet the challenges of ever-changing times, offering individuals and businesses a full range of programs for the creation, conservation and growth of portfolios.SERVICES FOR INDIVIDUALS*Individual Investment Accounts: professional portfolio management, which meet the needs of individual clients; objectives range from aggressive growth to conservative income*Individual Retirement Accounts: traditional, rollover, and Roth IRA's*Revocable Living Trusts: asset management assistance while living without probate at deat h*Irrevocable Trusts: permanent transfers, usually holding life insurance or other assets to create wealth succession through tax-favored transfers*Testamentary Trusts: trust created at death to benefit an individual or institution*Conservatorships: asset management for those who are unable to manage their own affairs*Estate Settlement: acting as a personal representative or agent to settle an estate*Charitable Gifts*Custody Services*Qualified Intermediary For Tax-Deffered Exchanges