Esl Trust Services, LLC
ESL Trust Services, LLC is a wholly owned subsidiary of ESL Federal Credit Union, headquartered in Rochester, NY. Founded out of a legacy of financial stewardship dating back to 1920, the firm provides trust services and fiduciary management to individuals, families, businesses, foundations, and non-profits. They offer comprehensive solutions for trust administration, investment management, estate settlement, and legacy preservation, delivered by a multi-disciplinary team. The firm is known for its commitment to impartiality, confidentiality, and personalized service, and operates as one of the region's oldest financial institutions serving the Western New York community. Employee count is not publicly stated.
Investment Strategy
ESL Trust Services, LLC focuses on personalized investment and trust management tailored to each client's goals, risk profile, and legacy interests. The firm offers global investment solutions, fiduciary services, and estate planning, emphasizing objectivity, risk evaluation, and collaboration with legal and tax advisors. Their approach is rooted in long-term stewardship, balancing risk with respect for client confidentiality, and working closely with clients to secure generational wealth and philanthropic objectives.
Top Holdings
Equity Positions (218)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 (MKT) | 15.06% | $73.7M | 118,734 | $352.58 | $620.90 | +$8.8M |
S SPYG | SPDR PORTFOLIO S&P 500 GROWTH | 12.48% | $61.1M | 640,595 | $63.88 | $95.32 | +$10.8M |
A AVDE | AVANTIS INTL EQ ETF | 11.11% | $54.4M | 734,503 | $53.24 | $74.01 | +$8.7M |
S SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | 9.79% | $47.9M | 1,808,322 | $20.26 | $26.50 | -$1.3M |
V VIGI | VANGUARD INTERNATIONAL DIVIDEND | 9.72% | $47.6M | 527,683 | $69.49 | $90.12 | +$3.7M |