Team Approach:

Combining the investment management services of EIP, LLC and the strength of an outside trust company. We believe that our unique model allows us to do what we do best – manage your trust investments, and allows a trust company to do what they do best – provide trust administration.

The size of EIP, LLC is a testament to its focus on client relationships and the experience of our portfolio consultants brings a vast amount of knowledge to the table. Our personal approach to working with clients is a priority in our selection process of an outside trust company. Financial strength is also a must when selecting a partner to fulfill the role as corporate trustee.

Eliminating Conflicts of Interest:

No proprietary funds – You will never see a fund that is managed by us or a trust company within your accounts. We do not have any proprietary investment products within our trust offerings.

Trust Companies are reluctant to fire themselves as investment managers – This issue is eliminated entirely by our unique model within the trust world. The trust company would not handle the management of the trust investments, therefore, this issue would not rise.

Allows a Trust Company to fulfill its fiduciary duties objectively – Without any proprietary products and knowing that we are responsible for investment decisions, the selected trust company can objectively analyze the trust investment with regards to quality and suitability, all in an objective manner so that clients’ best interests are at the forefront.

Accountability at forefront due to checks and balances – EIP, LLC and the selected trust company are partners, but exist as two distinct entities whose duties are to the client first. This arrangement assures our clients of two completely separate entities who are reviewing the trust on a regular basis with regards to both administrative and investment responsibilities.

Managing Your Legacy:

Many challenges exist with the management of trust assets in today’s market environment. Unprecedented volatility has changed the landscape considerably for investment professionals where a new “normal” has been established.

Income Beneficiaries vs. Remainders-men – Balancing income needs against growth objectives is a daunting task. With interest rates at historical lows, the tendency may be to increase the allocation to fixed-income securities to provide income to beneficiaries at the expense of long-term growth for the remainders-men named in the trust.

Total Return Unitrust Approach – When income needs cannot be met by making changes within allocation parameters, applying the Delaware Uniform Principal and Income Act may be a viable option if allowed by trust document. Converting from an income only trust to a total return unitrust provides the ability to access returns attributed to equities when making distributions.

Distributions and Capital Market Expectations – Even though a Total Return Unitrust approach allows trusts to be managed with a focus on both capital appreciation & income, investment professionals must be sensitive to how distributions during volatile markets can negatively impact overall portfolio values moving forward.