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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 Reliance’s rigorous selection process.
Advantages of LifeStylesSM
- Active, Professional Portfolio Management
- Strategic and Tactical Asset Allocation
- Complete Diversification in One Consolidated Account
- Multiple Risk / Return Options
- Automatic Quarterly Portfolio Rebalancing
- Focus on Expenses and Fees
- Proven Long-Term Track Record
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