The Glenview Trust Company – Estate Planning, financial planning, trust administration and highly diversified investment stategies

A Satisfying Relationship Management Philosophy

We subscribe to a widely held business principle that there is a continuous cause and effect relationship between employee satisfaction, customer satisfaction and corporate satisfaction. We believe that there is no substitute for talented professionals being enthusiastic, committed and sharing ownership. In addition we have significantly limited the number of accounts per professional and provided them with the best available technology and investment research. This environment attracts the most highly regarded investment management and trust professionals and financial planners. Their extensive background, training, skills and commitment ensure first-class service, performance and, we believe, stable, long-standing relationships.

Our service standards require a significant amount of client communication and face-to-face interaction. Our professionals know that accurate and timely communications are essential to client satisfaction.

Your relationship manager, accustomed to managing complex accounts and client needs, will bring together the appropriate team to gather information, present it and, ultimately, work with you to accomplish it. Your manager will then take advantage of each investment opportunity that meets your risk tolerance, financial profile and plan. They provide the best thinking and strategies for investment management and advisory services.