Philosophy

Expedition Trust believes in a client-focused approach in all of its business dealings.

One person at a time

Individual relationships define our commitment to service.  Although funds and assets in trusts and custodial accounts may be similar, client service will be provided with a strong understanding of and appreciation for each client’s individual objectives.

Long-term perspective

We share our clients’ commitment to the future, and adopt a long-term perspective.  Respect of our clients is paramount, and Expedition Trust seeks to earn that respect recognizing that wealth creation and preservation are long-range – and often multigenerational – propositions.

Mission driven

Expedition Trust was conceived to provide a set of services that can be judged best-in-class anywhere across the United States.  It is our commitment to focus exclusively on those services directly related to our identified mission and provide referrals for those that are not.

Ongoing stewardship

Most financial institutions balance service to existing clients against efforts to drive new business.  The first commitment that Expedition Trust makes to all clients is taking the best possible care of our clients’ assets, which means never seeking business at the expense of ongoing relationships.

Performance evaluation and accountability

Finally, our client-focused approach equates to a clear commitment to excellence, which we judge by acceptable standards of performance evaluation and accountability.  Regular and systematic review, and attention to documentation and compliance will drive our accountability to our clients.

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