John Strohecker will meet personally with all parties to develop a strategy for correctly administering the Trust focusing on framing our decisions based upon the Grantor's intent
Investment planning will utilize existing professionals or selected Registered Investment Advisors (RIA) or Certified Financial Planners (CFP). As part of our on-going administration we utilize Hidden Levers, an independent portfolio stress test analysis
Utilizing the Trust Agreement, grantors intent, and state statutes we will guide and provide support to beneficiaries named within the governing document.
Portland Fiduciary Services