Trust

Several of our professionals are Certified Fiduciary & Investment Risk Specialists (formerly Certified Trust Auditor) with significant experience in trust function examinations.  We conduct greater than twelve trust function examinations annually.  Our audit program is approved by the Pennsylvania Department of Banking. 

Trust function examinations are comprehensive in nature and cover trust governance, policy/procedures, trust operations, investment management practices, asset confirmations, trust administration, financial controls, and regulatory compliance.