We provide solutions to help meet business goals. With a wide range of management expertise including retirement plan services, personal and corporate trust, participant recordkeeping, and trust operations, we are able to assist institutions and professionals in all financial disciplines.
Since we do not sell any investment products nor do we receive any commissions we are totally unbiased with our advice.
Your Bottom Line
Revzon Consulting offers a two-day on-site assessment of the current workflows and procedures of your Trust Department.
The objective of this assessment is to determine:
Our methodology includes:
What we deliver:
The Extra Benefit to you:
Coastline Trust Company
Robert Gaumont / Chief Investment Officer
SerVus Consulting Group, Inc.
John Kluttz / President
Thomson Reuters ONESOURCE Trust Tax
Art Ridolfi / Executive Sales Manager
Choate, Hall & Stewart
Peter Quigley / Trust Operations Manager