RIA & Registered Rep Services
A Personal Trust Partner for Financial Advisors
Reliance Trust is committed to helping advisors build a strong business and achieve success. We work with advisors to offer trust services that preserve the advisor/client relationship. Our advisor-friendly business model allows us to handle the trust administration for your clients’ trusts, while you continue to manage the client relationship and provide investment advice to the trust.
With Reliance Trust serving as trust administrator, you keep the client relationship intact while drawing on the resources of a large, national trust company.
We understand your business and partner with you to provide:
- Custodial Services – We can work with your custodial platform. You retain the ability to manage the relationship, while keeping assets at your firm. With a daily data feed direct to Reliance Trust, you and your clients have access to timely information about the assets in their trusts.
- Investment Management – Utilizing the open architecture of your firm’s platform, you retain access to the same institutional-quality investment management firms and flexible investment solutions you are accustomed to. We work closely with you to develop an investment policy statement and strategy consistent with the terms of the trust. Reliance Trust exercises discretion in the selection of investment products available on your platform with your assistance. As the financial advisor, you are compensated for your role as an investment professional when you provide advice to that trust.
- Fiduciary Services – Reliance Trust carries the fiduciary burden by providing investment oversight while you continue to provide investment advice. We provide back-office support structured to fit your needs, allowing you to focus on creating a consistent, comprehensive client experience. We make trust accounting simple.
- Client Relationship Management – We respect your client relationships. Within the bounds of our fiduciary duties of loyalty, impartiality and disclosure to all beneficiaries, our trust officers will include you at the level of communication you require subject to the trust beneficiaries’ approval.