FAQ

Frequently Asked Questions

General Questions:

• Why Choose Investors' Security Trust?
• Why Choose A Corporate Trustee?
• What type of trust accounts does Investors' Security Trust manage?
• Can Investors' Security Trust act as my corporate trustee, even though I reside in a different state?
• How Do I Know My Assets Are Safe?
• Will Investors' Security Trust Act In A Co-Trustee Capacity?
• What Is The Difference Between A Fee-Based Investment Manager And A Broker?
• What role do the attorney and Investors' Security Trust take in developing an estate plan?
• Do I Have To Have A Trust In Order To Work With Investors' Security Trust?
• Why Choose Investors' Security Trust Over An Investment Advisor?
• How are Investors' Security Trust's fees charged?

Investment Questions:

• What Is Investors' Security Trust's Investment Philosophy?
• How much control do I maintain over investment decisions in my account?
• If I have a large concentration in one stock, how is this handled?
• What do you use to measure performance?
• How often are the assets in my portfolio reviewed?
• What type of information will I receive from Investors' Security Trust and how often will I get a statement?