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Trust Management Services

Your trust portfolio can be managed in accordance with your personal values, as well as your financial priorities.

Due to recent changes in trust law, you've gained more control over the management of your trust. You have the right to choose the investment advisor for your trust account - and choosing an advisor who's aligned with your values is easier than you might expect.

Progressive Asset Management/Boston is an experienced manager of Advisor Directed Trusts. We would be happy to review your trust documents to let you know your options. Our advisors provide attentive, professional services to trust clients across the country - contact us to see what we can do for you.

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Securities America and its representatives do not provide legal advice. Please consult an appropriate professional regarding your particular situation.