Getting Started

Directed Trustee & Asset Management in Nevada

For clients needing agency account services, such as investment account management or serving as a directed trustee, Alliance Trust Company works with a variety of large investment custodians including Schwab institutional and Fidelity Investments.

Alliance Trust Company continues to add custodian relationships and can accommodate accounts held at most custodians operational in the United States.

For additional information on getting started with Alliance Trust Company, please call or email Greg Crawford, CFP® at 775-297-4000, extension 1.