Disaster Recovery
Plumb Trust Company recognizes that safe-guarding client information is imperative. To that end, we have policies and procedures in place to protect our clients from service interruptions and from compromises to privacy through disaster recovery programs and strong security measures in our systems and office procedures.

We have plans in place which can allow us to recover data quickly and would allow us to resume business at a remote location if necessary should we face a physical disaster or interruption at our own work site.

We perform nightly, weekly, and end-of-month full data backups which are verified then sent off-site to a remote secure location. We also perform real-time replication of file servers, critical application servers, and database servers to a remote secure data center.

At Plumb Trust Company , we take data and network security seriously. Firewalls and Intrusion Detection Systems are in place to prevent access to the internal network, and these devices are monitored very closely by our IT personnel. All users are required to change their passwords on a routine basis and are educated on the importance of password confidentiality as well as confidentiality of client information. Our network is consistently monitored for intrusion and security violations.

We do not share client information beyond what is necessary for the appropriate administration of client accounts. We will share information pursuant to client authorization, which includes the investment manager and often also includes other professional advisors such as accountants or attorneys. Click here to view our Privacy Policy .

Insurance
Plumb Trust Company carries all insurance mandated by the State of Wisconsin for our trust company. This includes an errors and omissions policy as well as a fidelity bond covering Trust employees.

FDIC Insurance
Your investments with us are held at various insured custodians throughout the country. Plumb Trust Company has contracted with Bank of New York for custody services and with a local bank for correspondent services. Our correspondent bank is covered by FDIC insurance, so any funds you might have with us in cash awaiting next-day transfer to Bank of New York are covered by FDIC insurance.

Safety of Trust Accounts
In a trust company, all investments are legally considered assets of the individual trust clients, not of the trustee. If anything should happen to Plumb Trust Company , your investments would still be your assets and would not be subject to the claims of our creditors.