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Acadia Trust offers fiduciary services
in four primary areas:
Fiduciary services: We act as trustee,
co-trustee or successor trustee for the full range of personal,
retirement, charitable and special needs trusts and custodial
accounts.
Investment management: We manage
assets in personal, fiduciary and custodial accounts, both
taxable and tax-deferred, in accordance with strategies that
are developed in collaboration with the client or that are
consistent with the purposes of a trust.
Retirement plan administration:
We offer a comprehensive, fully integrated array of services
for a wide variety of qualified retirement accounts.
Custodial services: We offer custody,
portfolio accounting and tax reporting for assets we manage.
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