Our only job is to serve as your ESOP trustee.  We provide ongoing, transactional, and consulting trustee services.  We serve as directed or discretionary trustee as well as Special Valuation Fiduciary.  Transactions include purchase of employer securities for new and existing ESOPs, sale of stock or assets and termination engagements.  We also provide consulting services to boards and internal trustees.

We work every day to build real relationships with clients and ESOP professionals.  We take the time to get to know you, care about you, and be your loyal partner.

We will engage in a constant dialogue with you and with all your ESOP advisors.  We listen and not just talk.

We want to be the most service oriented and people-oriented ESOP Trustee while developing the best practices and highest degree of professionalism, with a dedication to improvement and growth.

Business Development

Consulting

Finance

Professional Services

Ventura Trust

The Minneapolis office focuses on client services, marketing, and customer support, driving regional business growth.

Minneapolis

Mary Wertz

Gina Macleod

This department focuses on analyzing data to provide insights and support decision-making processes.

Data Analysis

This department focuses on managing and enhancing client relationships to ensure satisfaction and retention.

Client Relations

This department oversees organizational strategy and direction, ensuring alignment with company goals.

Ventura Trust

Org chart

Teams

Data Analysis

Client Relations

Executive Leadership

Offices

Ventura Trust

Org chart

Teams

Data Analysis

Client Relations

Executive Leadership

Offices

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