Our experience in wealth management, trust administration, retirement plan administration and family office services brings a focused and strategic approach to your financial goals. As one of Michigan’s first privately held and managed trust-only banks, our independence frees us from conflicts of interest and ensures our clients’ well-being is at the center of every decision we make.

Despite our name, you don’t need a trust to work with us. Clients of all types and legal framework rely on us to meet their wants and needs. With nearly 200 team members working from Kalamazoo, Birmingham, Traverse City, Bay Harbor, Grand Rapids, Midland and Naples, we adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service.