Sign In Search Menu TRUST SERVICES TRUST SERVICES ESL Trust Services, LLC ESL Investment Services ESL Trust Services, LLC Why Choose ESL Trust Services? Trust Administration Services Investment Management Wealth Transfer Planning Estate Planning and Administration Services Resources & Tools Sign in to Weblink Investment Management With access to a broad range of investment solutions, our professional portfolio management team oversees personal and business assets based on each client’s unique needs. Our Investment Management Services include: Investment analysis, supervision, and creation of individualized strategy Customized communication plan Asset allocation strategies Performance measurement and reporting Safekeeping of assets Collection of income and coordination of account distributions Online account access for reviewing portfolio holdings transactions and statements Investment management for Endowments and Foundations Our investment philosophy consists of delivering a customized portfolio while focusing on the needs and risk characteristics of the client. We do this by: Developing a customized investment policy statement Utilizing open architecture investment solutions with no proprietary offerings Combining active and passive investment strategies Balancing capital appreciation and generation of stable income Implementing tactical changes to adapt to market fluctuations Generating appropriate risk-adjusted returns based on stated investment objectives To learn more about our Investment Management services or to set up an appointment with our team, call 585.336.1300. Additional Services Trust Administration Services Estate Planning and Administration Services Wealth Transfer Planning RESOURCES & TOOLS Meet our Experienced Team Benefits of a Trust Trusts at a Glance Important Questions to Consider Establishing a Trust Need a holistic approach for retirement, executive benefits, and succession planning? CONTACT ESL ► Privacy Policy ► Trust Services Feedback CONTACT US ESL TRUST SERVICES, LLC 225 Chestnut Street, Rochester NY 14604 Privacy Policy | Disclosures | Security ESL is a registered service mark of ESL Federal Credit Union. Secure Site