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Continuity of Management |
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Providence First offers continuity as a corporate trustee -- the management team of the principals has been intact since inception of the company in 1990. more... |
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Individual Account Identity AT PROVIDENCE FIRST, WE OPEN INDIVIDUAL ACCOUNTS FOR EACH TRUST -- YOU ARE NOT JUST A SHARE OF A LARGE GROUPED FUND. Keeping your estate as independent as possible includes keeping individual account identity. This means that an individual account is opened for each trust at brokerages or clearinghouses, and that you are not just a share of a large grouped fund. Keeping your account individually identified allows for specific changes and customized portfolios that would not be possible in generic pooled accounts. You may individually choose issuer, time to maturity, return and even the clearinghouse you prefer, and not be forced to go with the pooled choice of other accounts. At Providence First, we know that being completely independent has many advantages in the investment of your estate, and individual account identity is another reason complete independence is important to your estate plan. |
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©
1999-2004 Providence First Trust Company. All rights
reserved. 4900 N. 44th Street, P.O. Box 15890, Phoenix, Arizona 85060
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