Bar Harbor Trust Services provides trust administration, investment management, and financial advisory services for individuals, businesses, nonprofit organizations, and municipal clients throughout Maine and northern New England. We’ve been helping clients achieve their financial goals since 1887. As of December 31, 2014 our clients have entrusted us with over $430 million of their assets. We have about 500 client relationships and 780 individual accounts.
Trust & Fiduciary Services Investment Management Estate Planning Nonprofit Services
Bar Harbor Trust Services can trace its roots to the founding of Bar Harbor Bank & Trust in 1887. We have patiently grown and expanded throughout the state. We manage each client’s assets thoughtfully and prudently with attention to detail, and with a commitment to doing what is best for each client. Many financial firms are simply in-state subsidiaries of out-of-state companies. Bar Harbor Trust Services has chosen to remain independent and local. We live here, work here, and share your aspirations for our community.
The trend with large firms is toward 1-800 Call Centers, Internet Service Teams and “Smart Apps” for your cell phone. In contrast, our clients still enjoy a face-to-face relationship with a familiar account officer. Our clients get to know us personally and we pride ourselves on service that exceeds their expectations.
Attention to Detail
We assign two Trust Officers to each client account; an Administrative Officer and an Investment Officer. Clients typically work most closely with their Administrative Officer for day-to-day issues and include their portfolio manager for investment reviews. We meet wherever it is convenient; the client’s home, office, our Trust office or the nearest office of Bar Harbor Bank & Trust.
Our experience is earned over more than 125 years of serving our clients. Our professional staff has an average of 21 years experience. Our officers and support staff offer expertise in a wide variety of specialized areas including personal trust, estate planning, non-qualified retirement plans, investment management, municipal investing, and nonprofit services.
Bar Harbor Trust Services has the strength, experience and commitment to service to meet all of your trust and investment needs. We would welcome an opportunity to speak with you in person regarding your needs and our services.
Bar Harbor Trust Services is a subsidiary of Bar Harbor Bank & Trust. Investment products are not deposits or obligations of the Bank, are not FDIC insured, are not guaranteed by Bank and are subject to investment risk, including possible loss of value or principal amount invested.