HomeAbout Reliance TrustBusiness ServicesChurch & Non-Profit

Trust Yourself - Reliance Trust  Trust yourself
       Learn About:
       Becoming a Fearless Fiduciary
       Today's (k)SM
       Watch:
       Trust Yourself Video
       Custom Solutions Video
       Fearless Fiduciary Video
       Take:
       The First Step


Rely on us - Reliance Trust  Rely on us
       Explore:
       Retirement Services
       Investment Services
       Church & Non-Profit Services
       Reliance ETFs
       Watch:
       What Sets us Apart Video
       Retirement Strategies Video
       Rely on Us Video
       Contact:
       Reliance Trust

Investment Approach
Retirement Investments
 -LifeStylesSM Funds
     - Funds Overview
 -LifeStylesSM ETFs
 -Elite ManagerSM
 -Investment Consulting
Cash Management
LifeStylesSM Managed Mutual Funds
Reliance Trust LifeStylesSM Managed Mutual Funds are designed to meet three fundamental principles of professional money management: diversification, asset allocation and a disciplined decision process. LifeStylesSM is a mutual fund asset allocation program offering a time-tested approach to investment management. It offers five distinct, actively-managed, portfolios to match each client’s unique risk/return profile.

 

LifeStylesSM Portfolio Strategies 
The independent managers utilized in each of the five LifeStylesSMportfolio strategies are regularly reviewed and re-evaluated to assure that they represent only the most experienced and successful asset management talent. Reliance Trust continuously analyzes an extensive database of management firms, carefully selecting only those managers who have passed our rigorous selection process.

Advantages of LifeStylesSM
  • Active, Professional Portfolio Management
  • Strategic & Tactical Asset Allocation
  • Complete Diversification in One Consolidated Account
  • Multiple Risk / Return Options
  • Automatic Quarterly Portfolio Rebalancing
  • Focus on Expenses & Fees
  • Proven Long-Term Track Record
Subsidiaries | Security and Disclosures | Careers
© 2011 Reliance Trust Company. All Rights Reserved.