COMPANY OVERVIEW
Private Trust Group of America (“PTG”) is located in the historic seaport city of Newburyport, Massachusetts, approximately 35 miles north of Boston and 25 miles south of Portsmouth, New Hampshire.
The ownership, staff and service partners of PTG offer a unique combination of skills developed over a long history of experience in providing operational and administrative support services to trust departments of all sizes — from start-ups to large institutions. We are all dedicated to providing our clients with unsurpassed service and creative, flexible options at a reasonable price.
“We rely on the efficient use of technology to provide flexible alternatives designed to meet the unique needs of each client in a cost-effective manner.”
EFFICIENT
PTG works extensively with each client to thoroughly understand its current business needs and define its long-term goals and objectives. It is only after we complete this exploratory phase that we evaluate the best way to blend our experience and technology with the cultural uniqueness of each client.
FLEXIBLE
The hallmark of PTG’s service is flexibility. We work diligently with each client to customize a program that meets its operational and administrative requirements, while retaining the flexibility to add or reduce services as business needs change.
COST-EFFECTIVE
PTG’s solutions can result in a significant reduction in both the direct and indirect costs of operating your trust department. We understand the competitive nature of the trust business as well as anyone, and we realize the importance of enhancing the bottom line without sacrificing services. Our success depends on it.