Since our founding in 1997, we have worked with cemeteries and funeral homes serving as trustee, investment advisor or escrow agent for their funds. We understand that the families you serve are the most important aspect of your business and strive to handle the trusts and investments professionally so that you can focus on your families. With a federal charter, we work across the United States with clients ranging from a single location to regional multi-location and national public companies.
Click here to view a map of the states we are currently working in.
Here are what some of our clients have to say about Independence Trust:
"ITC has been a valuable partner to our firm since the beginning. Their ability to serve as trustee nationally combined with their regulatory knowledge and outstanding customer service has been especially beneficial as we have grown." – John Yeatman, President of Yeatman & Assoc. and VP of the Maryland Cemetery, Funeral and Cremation Association
“I am appreciative and extremely happy with the service I receive and the returns on my trust funds. I have referred business to ITC and will do so in the future.”
Diana Williams, president of Rose Hill Memorial Gardens and former president of the Cemetery Association of Tennessee
“ITC has served as my trustee for years. I consider it my job to refer all of our local cemetery clients to ITC.”
Mark Ballard, president of Ballard Family Mortuaries and the Hawaii Funeral and Cemetery Association
“I have had the pleasure of working with ITC for many years. Their outstanding customer service and ability to serve as both investment manager and trustee is invaluable.”
Mr. Lee Chambers, Director and former president of Grandview Cemetery and the Cemetery Association of Tennessee
For more information about our services please give us a call at 615.591.0044 or click here to contact us.