Investment Activity Old North State Trust demonstrates active investment engagement by continuously acquiring stakes in diverse sectors such as healthcare, industrials, consumer goods, and real estate, indicating ongoing capital deployment opportunities for wealth management services.

Financial Growth With an annual revenue ranging from 25 million to 50 million, the company maintains a solid financial position, presenting opportunities to introduce tailored financial products and advanced estate planning solutions.

Market Focus Old North State Trust specializes in trust services, estate settlement, and investment management, which aligns well with high-net-worth clients and provides avenues for premium trust administration and personalized investment services.

Strategic Partnerships The company emphasizes client relationships and professional partnerships, opening doors for collaboration with estate attorneys, CPAs, and financial advisors seeking comprehensive wealth preservation and legacy management.

Technology Integration Utilizing digital tools such as Google Ads and other web technologies, Old North State Trust is positioned to enhance digital marketing efforts and expand its client base through targeted outreach and online engagement strategies.