INVESSENT, LLC
State:
New York
Branch Location:
Branch
Summary
Pension Funds | Trusts, Estates, and Agency Accounts
Industry
Profile
Address
State: New York | County: Monroe | City: Rochester | Address: 1 S. WASHINGTON STREET, SUITE 130 | ZIP Code: 14614-1135 | Map URL: 1 S. WASHINGTON STREET SUITE 130
ROCHESTER NY 14614-1135
Classification
Description
Pension Funds
This category includes legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.
Illustrative Examples:
Employee benefit plans
Retirement plans
Pension funds and plans
Trusts, Estates, and Agency Accounts
This category includes legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
Illustrative Examples:
Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts
Contact
Phone: 585-510-7060 | Email: [email protected]
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