Professional Services Group

Whether you are part of a large firm or a sole practitioner,
Investors has specialized services for attorneys. 
 

Loans and Lines of Credit

Investors can provide malpractice insurance financing at rates that are very competitive--possibly saving you thousands in interest over the life of the loan. We also have a wide range of commercial and residential real estate financing options for you and your practice. Our experienced lending officers are local and can give you a fast decison on lending solutions to suit your needs.

Escrow Management Account

Opening an Escrow Management account means no more spending valuable time managing individual accounts.

• We establish and electronically track your clients’ escrow deposits as individual subaccounts.
• You will receive a comprehensive monthly statement summarizing the activity in the Master account and detailing all the activity for each individual subaccount. This is a cumulative statement which provides you a complete, precise audit trail. Every financial transaction is tracked from the initial deposit to the final withdrawal. We even carry zero balances on this statement until year-end for audit purposes.
• 1099 forms are prepared and mailed directly to the subaccount holders.
• Each subaccount is FDIC insured up to the maximum amount.
• No service charges; there are no maintenance fees associated with the Escrow Management account

Interest On Lawyers Trust Accounts

Investors offers a variety of interest-bearing legal trust accounts to attorneys and others with fiduciary responsibility over client funds. The accounts earn the highest interest rate permitted under IOLTA guidelines, credited monthly, and paid to your state’s bar foundation

To further simplify record keeping, IOLTA accounts may also be set up with subaccounts as well to provide attorney’s with maximum flexibility in monitoring client funds. Interest earnings are paid to the state bar foundation and there are no fees associated with our IOLTA account.
 

For more information email Phil Kolm here or
call the Professional Services Group at 973-924-5258.