Since 1913, North Central Trust Company
has assisted individuals, families, businesses,
and organizations preserve and grow their wealth
with a full range of services, such as:
- Investment
Management & Consulting, building
and preserving wealth utilizing a proven asset
allocation approach
- Wealth
Preservation & Enhancement, trust
and financial services including investment
strategy, financial planning, IRAs, estate
planning, probate, and wealth transfer
- Retirement Plan
Services, including investment management,
benefit administration, record keeping and
employee education programs
- Philanthropic
Services, including charitable gifting
strategies, endowment funds for public charities,
and private foundation administration and
management
With over 1.7 billion dollars in assets, we are Wisconsin’s
oldest and largest independent trust company.
North Central Trust Company is uniquely positioned
to legitimately offer the best of both worlds:
we’re large enough to provide access to
the kinds of expertise detailed above, but small
enough to avoid the pitfalls of “giantism”
and provide our clients with a superior level
of genuine, personalized service.
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