✓ Disability Advocacy ✓ Special Needs Trusts
✓ Trust Administration ✓ Estate Administration
We value client communication. In addition to informing you, open and informed conversations allow us to do the absolute best job for you. At AWTM, we have two regular publications:
MARKET UPDATE —ECONOMIC NEWS & REPORTS
The first is our Market Update which provide a short and easy to understand overview of economic and market news. Depending on your level on interest, we put together weekly, quarterly, and annual versions of this update. This content is also further summarized in our video market updates.
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Publications & Reports
Our video market updates are available here:
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Our professional staff also produces white papers covering subjects important to the work that we do.
In 1906, a gentleman named Francis Galton attended a farmer's fair and observed a contest guessing the weight of an ox. More than 800 guesses were registered, including both regular townspeople and livestock experts.
Amazingly, the collective average guess was only one pound less than the actual weight of 1,198 pounds and much closer than any of the livestock experts. He referred to this phenomenon as "The Wisdom of Crowds".
Securities prices are set by similar but much larger groups of people in the open market. Experts and amateurs both contribute their value guess in the form of purchases and sales.
How do we harness the wisdom of crowds to help you build a secure financial future?
(331) 703-0721
ARBORETUM ALMANAC — QUARTERLY NEWSLETTER
Our second publication is The Arboretum Almanac. A wide variety of topics are covered in this quarterly newsletter. Sometimes the topics relate directly to our work, but some of the information is more general. From college funding planning, when to apply for social security, to general educational topics on the economy, our clients have found this newsletter entertaining and helpful.
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Our Mission
Whitepapers
What We Specialize In
At AWTM, our goal is to ensure long-term financial security for our clients and their loved ones by providing compassionate guidance, reliable fiduciary services, and sophisticated investment management.
There was an article in the "weird news" section about a woman that left $100,000 to her three Cockatiels. A friend, knowing the business I am in, asked, "how does that work?" The money is left in a trust for the care of the birds, and a trustee is appointed by the trust document to manage the care of the birds using distributions from the trust. The follow up question was, "what keeps the trustee from taking all the money for themselves?" The answer is nothing really, but it can be prevented using a corporate trustee.
The lesson here is that picking the right trustee for your trust is probably the most important factor as to whether your trust works as you intended or not. Even if your beneficiaries aren't birds, what do you need to consider when looking for a responsible trustee?