Trevor Stewart Burton and Jacobsen

Yes. The firm operates as a Registered Investment Advisor (RIA) regulated by the US Securities and Exchange Commission or the New York State Department of Financial Services, consistent with its trust-company charter. This dual registration is standard for firms offering both discretionary portfolio management and corporate trustee services. The specific registration details are public record through the SEC's Investment Adviser Public Disclosure database.

The firm's client base consists primarily of high-net-worth families, individuals, and the trusts and estates they establish. Client profiles typically include business owners, senior corporate executives, and inheritors of private family wealth concentrated in the New York metropolitan area. The firm's minimum account thresholds, as with most Manhattan private banks at this scale, likely begin in the mid-seven-figure range for comprehensive wealth management relationships.

Yes. The firm's charter enables it to act as corporate trustee, executor, and agent for fiduciary accounts, making it more than a standalone investment advisor. This capacity allows the partnership to manage trust assets for multiple generations of the same family, handling trust accounting, tax filings, distributions, and investment policy in a unified structure. This integrated model is a structural feature of the firm's value proposition to wealthy families.

Portfolios are built on a globally diversified, multi-asset framework spanning public equities, fixed income, and alternative investments. The investment committee blends in-house manager research with carefully selected external fund relationships to populate client portfolios. Custody is typically provided by a major institutional custodian such as Northern Trust or BNY Mellon, providing independent asset safekeeping and performance reporting.

An internal investment committee composed of the firm's senior partners oversees all asset allocation and manager selection decisions. The precise composition of the committee and the names of current partners are not publicly disclosed, reflecting the firm's deliberately low-profile market posture. This committee structure is typical for partnership-model RIAs where principals share collective responsibility for investment outcomes.