Genesee Valley Trust Company provides a unique approach to retirement services, assisting plan sponsors in the design and implementation of retirement programs for their employees while relieving themselves of fiduciary liability.
We offer high quality investment choices, our proprietary "manager-of-managers" investment process for pension plans, and identify investment selections for 401(k) plans.
As a Discretionary Trustee, we support our recommendations by assuming responsibility and fiduciary liability for the selection, monitoring, and due diligence of the plan’s investment options. This includes a full disclosure of fees, expenses, and performance figures.
Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.