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Adagio Trust Company

Adagio Trust Company

www.adagiotrust.com

 

Last Updated : 4/2/2008 9:02:22 PM

 

Profile

Adagio Trust Company Financial Services

Adagio Trust Company is in harmony with our clients. As the dancers in an adagio work together with our clients to orchestrate a symphony of precise movements, we work together to create a combination of financial strategies and administrative services to accomplish their needs and goals.

Our Adagio is composed of three key movements:

Privacy

  • At Adagio, discretion is of the utmost importance. Our client’s wishes are always respected regarding disclosure of information.
  • Nevada is recognized as one of the best states in terms of protecting the rights of privacy for individuals and corporations. Nevada laws provide the privacy and protection our clients desire.

Performance

  • Adagio combines excellent investment management strategies using state-of-the-art technology and analytics, with experienced back-office support and a top trading facility.
  • Our clients may receive frequent performance evaluation of their account electronically.
  • At Adagio, we recognize that each client has unique and individual desires and goals. We create customized portfolios within appropriate strategies, to provide the correct asset allocation. Alternative assets, such as real estate and venture capital investments, are also considered as part of the mix.

Perspective

  • Adagio offers its clients peace of mind to focus on the important things in life, by providing premier administrative family office service including bill paying and other personal services.
  • Our combined years of experience in wealth creation and retention allow us to view the markets with the invaluable perspective that time provides.

 

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Key Executives

George A. Aker
Chairman of The Board

David L. Holmes
President, Chief Investment Officer

Jane F. Adorno
Vice President, Client Administrator

Scott McCormick
Vice President, Portfolio Manager

Kathy Allinger
Vice President, Client Administrator

Robert L. Seale
Vice President, Business Development Officer

 

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Locations

 

730 Sandhill Road
Suite 310
Reno, NV 89521
US

Telephone: 775.828-2110
Email: info@adagiotrust.com
Website: www.adagiotrust.com

 

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