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Investments

Trusts and estates

Everence Trust Company can help you find solutions to the estate, family succession and tax issues you face through various investment services such as 401(k) and 403(b) retirement plans, annuities, individual retirement accounts and mutual funds -- all integrated with your faith.

We believe including your faith in the planning process can provide direction and be a source of comfort as you make complex investment decisions.

Asset management

Accepting the responsibility for investing your assets wisely is a significant stewardship challenge. Our representatives will work closely with you. 

Trust administration

There are a variety or reasons for establishing a trust. Everence Trust Co. can help you structure and administer trusts that best fit your personal concerns.

Estate planning

Creating an estate plan can be one of your most important acts of Christian stewardship. We can help.

Business succession planning

You have worked hard to build a business. Is your family or your partner prepared to take over in your absence? Let us help you prepare for the unexpected.