Stable, Effective Investment Philosophy
Reliance Trust's investment philosophy is based on satisfying client needs. We achieve this aim by creating and implementing institutional quality portfolios, which offer a strategic balance of growth potential and risk management. 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 combined with the flexibility to adapt quickly to changing economic and market environments.
Stringent Due Diligence
We follow a multi-step due diligence process. By combining both quantitative and qualitative variables, our investment management team can select and continually monitor the managers utilized in each client portfolio. Our investment process consists of combining strategic and tactical allocation decision processes in accordance with each client’s Investment Policy Statement, while utilizing multiple underlying asset managers across a broad range of investment disciplines.
Investment Management Approach
One of the keys to successful investment performance is a well-defined, objective process for selection, monitoring and management. Reliance Trust’s investment philosophy is based on:
- Stringent due diligence
- Objective, unbiased investment advice
- Full written fee transparency
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To learn more about our investment management approach
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