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Fiduciary Responsibities

We are strong advocates for fiduciary responsibility. We call for independent and objective participation in order to protect client assets.

Portfolio Management for our Client's Clients:


We work closely with more than 100 different asset management firms. We are able to hold many types of asset classes.

Regulation & Certification:


Salem Trust is regulated by the Florida Office of Financial Regulation (OFR), Bureau of Banks and Trust Companies. Salem Trust is also a Qualified Custodian under SEC Rule 206(4)2.
The people who get on in this world are the people who get up and look for the circumstances they want, and if they can't find them, make them.

- George Bernard Shaw