Rock River Trust - Building Your Team

BUILDING YOUR TEAM

Careful composition of your investment committee begins our process

Our strategic and relationship- building process is a far cry from the actions taken by most corporate trustees, where investment committee members are drawn from a pool of employees, directors and well-intentioned investment advisors with little riding on the results achieved.

Designed to maximize family control, the process employed by Rock River Trust Company begins by helping to assemble members of your family into a dynamic investment committee team. Grantors and beneficiaries of the trusts we serve are actively encouraged to participate. When requested, we will also assist with the identification and recruitment of non-family members to broaden and balance the combined wisdom of your committee.

From the moment your investment committee is assembled, our entire focus shifts to the task of helping you make wise decisions.