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Objective, Unbiased Investment Advice
Reliance Trust has provided objective, unbiased investment advice for more than 30 years. Our team of investment experts is in direct contact with hundreds of managers on an annual basis, constantly seeking those who can add value to portfolios while making appropriate changes when in the best interest of our clients. As a Trust company, Reliance follows the highest standard of Fiduciary care in the oversight of client assets. As a result, some of the largest financial institutions in the country utilize our investment and trust capabilities to carry out their own fiduciary responsibilities.
Full, Written Fee Transparency
Reliance Trust offers full, written fee transparency. We leverage our institutional scale to deliver best-of-class managers at competitive expense levels, passing additional savings on to our clients. The combination of fee transparency and institutional quality managers at competitive prices sets Reliance Trust apart from other providers of similar services.
Full Investment Management Services
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.
Targeted Investment Consulting
The investment consultants at Reliance Trust will work with you to select the right investment lineup and support structure for your plan and employees, including:
- Objective, unbiased investment advice
- Full investment fiduciary partnership
- Stringent due diligence process for selection & monitoring
- Open-fund architecture
- No proprietary funds
- Employer stock & collective trusts
- Distribution income solutions
- Wide range of investments, from conservative to aggressive
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