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Trust Yourself - Reliance Trust  Trust yourself
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       Maximizing your Retirement
       IRA Rollovers
       LifeStylesSM Investments
       Managing your Estate


Rely on us - Reliance Trust  Rely on us
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Financial Planning
Investment Services
 - LifeStylesSM Funds
 - LifeStylesSM ETFs
 - Elite ManagerSM
Comprehensive Investment Management Services
For more than 30 years, Reliance Trust has been a leading provider of unbiased, independent financial advice and guidance. Our investment lineup features popular lifestyle funds, target-date funds, separately managed accounts, and an extensive list of the best performing, low-expense mutual funds. None of our investments are proprietary. We offer straight-through processing of plan trades, participant distributions and plan contributions. No matter where you are in the investment process, Reliance Trust can help you maximize your asset growth and minimize your risk.

Stable, Effective Investment Philosophy

Reliance Trust's investment philosophy is based on satisfying client needs. As one of the earliest adopters of the open architecture process, we have maintained our long-term, superior investment results by following a disciplined manager selection and monitoring process. We are uniquely positioned in the financial services industry as one of the largest independent trust companies in the U.S. Our independence gives us the flexibility to adapt quickly to economic and market shifts, which allows us to keep pace with the rapidly changing investment landscape at all times.

Investment Management Services
Our comprehensive array of investment management services include:
  • Elite ManagerSM Program
  • LifeStylesSM Managed Mutual Funds
  • LifeStylesSM ETFs (Exchange Traded Fund Portfolios)

Contact an Investment Consultant
Click here to learn more about our wide range of retirement investments or call 800-749-0752 to open an investment account today!