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Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

What is a Certificate of Trust?

A brief version of the trust document that allows certain details of the trust that you want to keep confidential to be omitted (such as the names of the beneficiaries). It is often used to provide proof of trust formation to financial organizations or other institutions without making certain key terms public. This condensed version of the trust is widely accepted in lieu of the entire trust document, as long as certain requirements are met.

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