BECU Trust Company: Tailored Wealth Management
by BECU Trust Company
At BECU Trust Company, we provide services that simplify your life as you create a long-term legacy. Our goal
is to provide members with the peace-of-mind that their wealth is being professionally managed and properly
administered—now and for generations to come.
It is not required to have a trust to work with us, but we can act as your “trustee” – someone who works for you and
administers your financial affairs on your behalf.
Our full-service wealth-management team helps protect and manage your assets with objective analysis, advice, and
planning. We put the interest of our clients first. We provide professional investment management; handle day-to-
day financial affairs; administer trusts; and settle estates. We also handle IRA Rollovers as well as simple investment
relationships known as “agency accounts”.
When paying bills, keeping financial records, managing investments, and tax planning becomes tedious or requires
too much of your time, our team of experts can step in & help out.
At BECU Trust Company, our services are designed to fit your needs. There are no predetermined plans or
Our first job is to listen so that we can understand your concerns, begin establishing goals, and develop appropriate
strategies to meet your unique needs. We create custom strategies for estate and tax planning, manage trusts,
administer estates, and build investment portfolios.
Give us a call. We look forward to discussing in person what BECU Trust Company can do for you.
Investing your wealth prudently can help to ensure a more secure future for you and your family.
At BECU Trust Company, we build portfolios that feature no-load mutual funds, bonds, and individual stocks—when
appropriate—to help you make the most of your money. Markets move up and down. Economies Fluctuate. Tax laws
change. When you work with us, we react to these changes to keep your investments on track.
Our experienced Investmen