We Offer A Wide Range Of Investment Alternatives.
Through special arrangements, we have established strategic partnerships with investment consultants, enabling us to offer to you a variety of the best available investment programs without the conflict of interest often associated with large trust and brokerage firm offerings. These programs vary in complexity, expected long-term performance, level of service, and cost.

The Northern Trust Company
Northern provides traditional equity and balanced account management, investing in quality equity securities with growth and/or value investment styles. Fixed income securities can be invested primarily for income or they can be actively managed. In order to provide adequate diversification, Northern employs their in-house funds for smaller accounts.

Fortigent
Fortigent, formerly Lydian Wealth Management, offers a sophisticated manager-of-managers program. Through intensive research, they determine the "best of breed" investment managers for a variety of investment styles and strategies. They then employ a proprietary system to select those managers who should, together, attain results that are consistent with your investment objectives and risk tolerance.

Tiedemann Trust Company
Tiedemann Trust Company is a boutique, Delaware trust company offering highly personalized service through a performance-oriented manager-of-managers investment program.

The Tiedemann investment program is supported by an internal team of investment specialists, as well as leading consultants specializing in tax-efficient portfolios and asset allocation modeling. In conjunction with this program, Tiedemann offers customized, family office services, estate and tax planning, as well as dynasty trusts, as co-trustee with The Jackson State Bank & Trust.

Important Information The purpose of this presentation is to inform you of services offered by The Jackson State Bank & Trust, a Wyoming state-chartered bank. Some or all of these services may not be available in all jurisdictions. The information presented herein is intended as an illustration of the trust and investment services offered by The Jackson State Bank & Trust. Such services may not be suitable for all individuals. This information does not constitute, and should not be construed as, the provision of tax, accounting or legal advice or investment recommendations. This information is intended to serve as the basis of a discussion with a Jackson State Bank & Trust professional. We urge you to consult with a legal advisor prior to entering into any planning or trust arrangement. Additional information is available upon request. Information given herein is believed to be reliable, but The Jackson State Bank & Trust does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is no guarantee of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.