1

Provide unparalleled trust services delivering value to the client

2

No investment and/or insurance products – no conflict

3

Create a pleasant user-friendly client experience

4

Ability to make informed but quick decisions

5

Design trust products and services by listening to our clients

6

Customized trust services (not cookie cutter)

7

Continually upgrading services to maintain market edge

8

Provide a substantial South Dakota presence regarding trust administration

9

Offer unparalleled experience in trust situs

10

Remain a top rated trust, asset protection, privacy and tax jurisdiction

11

No sales quotas – New business flow results from above philosophy