Court Investment Services
4695 Macarthur Court, Newport Beach, California, United States
About the Court Investment Services
Court Investment Services, located at 4695 Macarthur Court in Newport Beach, California, is a leading finance institution dedicated to serving attorneys and fiduciaries overseeing court-related investment accounts. As a fee-based firm operating in a fiduciary capacity, our goal is to provide unbiased, independent investment advice and tailored solutions for court investing. With a transparent annualized fee of 1.25 percent, we offer stable cash management investing, a process-driven client-service model, and a focus on fulfilling fiduciary duties efficiently and responsibly.
We specialize in navigating the complexities of estates, special-needs trusts, settlement trusts, family trusts, conservatorships, guardianships, IRAs, 401(k)s, and more. By working with us, you can consolidate assets, receive prudent investment strategies, and ensure compliance with court directives and probate codes. Our experienced team is dedicated to providing value, satisfaction, and efficiency, whether you are located in California, New York, Washington, Florida, or anywhere in between.
If you are managing a court account or retirement fund on behalf of others, Court Investment Services can assist you in meeting your fiduciary duties effectively. We offer a streamlined process, personalized service, and a commitment to simplifying your experience. Contact us today to learn more about how we can support you in protecting and growing assets under your care.
Photos of Court Investment Services
4695 MacArthur Ct #1100, Newport Beach, CA 92660, United States
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