Personal Management Trust

Personal Management Trust


Personal Management Trust (PMT) is a trust agreement where you, as the Trustor, are able to set aside a portion of your wealth, to be managed by BPI Asset Management and Trust Corporation as Trustee, for your own and/or your designated beneficiaries’ benefit. PMT gives you the freedom to customize the trust according to your investment needs, whether for preservation of assets or for future needs of your chosen beneficiaries. You also benefit from a professionally-managed trust fund, maximizing the growth potential of your personal wealth according to your own unique personal investment risk tolerance. A PMT account may be customized to have regular interest income distribution.

As a wealth management client, a dedicated Investment Counselor is assigned to you to attend your daily investment requirements.  Financial statements are available online on a 24/7 basis providing you with regular updates on the value and movements of your investments.
 

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