Plumb Trust Company provides administrative services through various types of client relationships. Through a traditional trust relationship, Plumb Trust Company will act as trustee for a trust. We also have many clients who do not have trusts or who act as their own trustees; in those cases, we will serve as investment agent for the individual or for the trustee. As investment agent, we can provide the same types of services such as bill-paying, estimated tax payments, and consulting, but the client retains complete control over distributions.

Trust Options - The Trust Company provides trust services for the following types of accounts:

Agency and custodial trust account relationships are administered through Plumb Trust Company and the investments managed by Wisconsin Capital Management, LLC , or Thompson Investment Management, LLC .