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Overview

Inspired by the desire to build a superior financial services organization, Lydian Bank & Trust has earned the reputation as a well respected boutique-style financial institution that consistently exceeds clients’ expectations.

Lydian Bank & Trust has become a trusted financial partner to a growing number of high-net worth clients and families. Lydian Bank & Trust provides a robust suite of sophisticated personal and corporate financial solutions delivered by knowledgeable and trusted professionals.

To help high-net worth families deal with the responsibilities and complexities of wealth, Lydian Bank & Trust offers a unique approach to private banking and wealth management. More than merely investment counseling, banking, estate planning or any single service or product, Lydian Bank & Trust offers guidance and tools that protect and enhance clients’ financial security. Additionally, clients benefit from true concierge-type services exclusively designed to serve their individual needs.

Offering independent and objective investment advice, Lydian Bank & Trust, through Fortigent, assesses the complete universe of investment managers to build the optimal portfolio with careful consideration of risk tolerance, investment objectives, income and liquidity.

Lydian Bank & Trust believes firmly that its people ultimately distinguish the firm from its competitors. Management is excited about the bank’s success and appreciates the confidence expressed by its’ clients and partners.


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