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Settlement trusts and other similarly invested reserves often require our working with trustees to solve tax- and liability-related problems. These have been a central focus of STW from the beginning. Our management of taxable and tax-exempt bonds as a single integrated process, in our opinion, is well-suited to maximizing after-tax total return for settlement trusts and other similar assignments. When capital gains taxes are an issue, we are focused on forcing the maximum benefit from every investment decision.
Investing for settlement trusts is not a one-size-fits-all investment problem. It is certainly not one suited to our offering a product. For discussion of a good solution to investing your settlement trust assets, please contact us.
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