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Alpine Trust strives to provide a wide range of services to our clientele, be they individual investors, charitable or civic organizations, or corporations.
Investment Philosophy
At Alpine Bank, we will help you put your financial future into focus. By guiding you through the maze of investment and retirement planning options, we can help you create a strategy to meet your long-term financial goals. We offer a comprehensive range of financial tools to help you pursue those goals. Your best interest is assured because of our prudent investment approach. Preservation of capital, income and growth is the result of conservative, disciplined and customer centered decisions.
Alpine Trust and Asset Management believes in asset allocation and the success of a portfolio when it is invested in several different asset classes. This portfolio design is governed by your objectives, available asset categories, the market and the economic environment. Only then is an appropriate mix chosen for you, our client.
Comprehensive Financial Management
Your investment advisors at Alpine Trust will help you choose from a broad array of services. These include a variety of trusts, estate and tax planning programs, investment relationship, retirement plans, and the custody and safekeeping of assets.
Living Trusts
Used in tax and estate planning, a living trust is designed to protect and manage your assets during your lifetime and can continue after your death.
A Living Trust lets you designate exactly how your assets are to be handled for your benefit while you're alive and for the benefit of others after your death. A Living Trust is put into effect while you're alive.
A Testamentary Trust is established by your will and becomes effective only after your death. This trust also allows you to determine your trustee, your beneficiaries, and how and when your assets are distributed.
Agency Accounts
A convenient way to obtain professional assistance in managing your investments, this account is simply a legal relationship between you and your appointed agent for this service.
Employee Benefit Plans
Alpine Trust offers complete plan services, including development, investments, recordkeeping, tax reporting, and administration. Experts will help you design the most efficient, successful plan possible. You can also find complete services for IRAs and SEPs.
Charitable Foundation Accounts
Alpine Trust fully understands your stewardship responsibilities of a foundation to preserve assets and earn returns necessary to support your current and future charitable endeavors. If you're considering a major gift to a charitable organization, you may be able to generate tax savings by making your gift through a charitable trust. Charitable trusts have become very popular in recent years because they not only represent a valuable tax advantaged investment but also enable you to provide a gift to one or more charities that have special meaning to you.
We understand that creating a trusting relationship is the most important thing we can do. Alpine Trust believes in carrying on the Alpine Bank tradition of being accessible to you and constant and active in a community. We treat each account as individual, unique and original in itself. Just like our clients.
Goldman Sachs Performance
If your needs indicate the use of individual securities, our association with Goldman Sachs and its worldwide investment expertise provides timely research and superior performance.
Portfolio performance will vary according to the different types of securities held in individual portfolios.
Worldwide Investment Advisors
Your portfolio benefits from our association with leading investment advisors, including Federated Investors who have for over 43 years been a leader in Mutual Fund investments for banks, brokerage firms and institutional investors.
PAL (Portfolio Account Link)
Alpine Bank brings you 24-hour access to your account data via the internet!
The Alpine Bank Portfolio Account Link (PAL) enables you to retrieve pertinent account information via the internet. As long as your browser supports 128 bit SSL encryption and you have security clearance, you can access your information on your accounts. Information available for review includes an account summary, an investment section and a transaction activity schedule.
Contact your Trust Officer to gain security clearance, or fill out the PAL application today!
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