Trust Services

The financial professionals at Modus Advisors, through their affiliation with LPL Financial, offer access to quality trust services through the Private Trust Company (PTC) N.A., an affiliate of LPL Financial. 

PTC is licensed in all 50 states and provides trust administrative services for individual and family assets.  PTC serves in an administrative corporate trustee role, providing all record keeping, administration, and tax preparation services. 

Day-to-day investment management of assets continues in the way you are accustomed, through your relationship with the Modus Advisors professionals and LPL Financial.  Get more information about choosing a trustee (PDF), or learn more about The Private Trust Company (PTC).