HAMPTON, N.H. (July 9, 2014) – (BUSINESSWIRE) – Perspecta Trust today announced the achievement of important milestones of progress in the firm’s business.
7 – PERSPECTA TRUST CELEBRATES ITS 7TH ANNIVERSARY
Perspecta Trust was formed in 2007, soon after the passage of New Hampshire’s Trust Modernization Act of 2006. With New Hampshire’s current nation-leading trust statutes and lack of fiduciary income tax, Perspecta and its clients have enjoyed a favorable business climate in which to take advantage of flexible and practical trust laws that ensure a settlor’s intent is always upheld.
5 – PERSPECTA REACHES THE $5 BILLION MARK IN ASSETS UNDER SUPERVISION
Given the firm’s location in a favorable trust domicile and its solid investment performance, the firm has attracted considerable assets from across the country. The firm manages fiduciary and non-fiduciary assets across a broad spectrum of asset classes globally, with a minimum account size of $5 million.
3 – PERSPECTA’S HIGH YIELD BOND STRATEGY HAS POSTED IMPRESSIVE RETURNS OVER A 3-YEAR PERIOD
In addition to its broad investment mandates, commencing in 2011, Perspecta has focused on the high yield corporate bond area, as the principals of the firm have a deep background in operating companies and capital structures. Over the past three years, Perspecta’s high yield bond strategy has produced solid gains, and performed well against relevant benchmarks. High yield account management is available with a $1 million minimum account size.
1 – PERSPECTA IS THE FASTEST GROWING TRUST COMPANY IN NEW HAMPSHIRE
With its flexible à la carte suite of services and user-friendly business approach, Perspecta has grown by tailoring its service to meet the needs of families who desire sophisticated answers to complex trust matters. With the majority of its clients residing in states with outdated trust laws, Perspecta has been able to attract families from around the country looking to make improvements to their existing wealth transfer plans. Over the past four years, Perspecta’s total assets under supervision have grown in excess of 300%.
ABOUT PERSPECTA TRUST
Perspecta Trust is a non-depository trust company that offers a full range of trust, wealth planning and investment management services to ultra-high net worth individuals and their families. Based in Hampton, New Hampshire, Perspecta is strategically located to take advantage of New Hampshire’s nation-leading tax and trust laws.
For more information, please visit www.perspectatrust.com.