Corporate Vision
Reliance Trust will be the leading national provider of specialized financial services, as measured by:

Quality of Service
Growth in Market Share
Effective Risk Management
Financial Performance
Community Involvement

Corporate Mission
Reliance Trust is a people business
...people serving people.

We devote priority attention to clients, associates, suppliers, communities and
shareholders. Our goal is to exceed clients' expectations and to achieve growth and earnings which meet our commitment to shareholders.

Tenets of Trust
Our company philosophy is based on four tenets of trust:

Objectivity and Independence
Reliance Trust is uniquely positioned in the financial, retirement and trust services industries. We are one of the largest independent trust companies in the United States, managing and administering assets in the billions of dollars. Using an open-architecture platform with no proprietary investment products, we can provide truly objective and independent financial solutions for our clients.

Personal Responsibility

The people at Reliance Trust are some of the most experienced financial professionals in the business. They are empowered to make and keep client promises. They understand the importance of safeguarding our clients' assets. For us, the responsibility is personal.

Commitment to Excellence

Meeting our clients' financial goals means a deep commitment to the process of excellence. Reliance Trust invests heavily in research, cutting-edge technologies and people. This commitment helps us provide financial services that exceed our clients' expectations.

Integrity and Transparency

It's simple. We explain things clearly and completely. We include open discussion about our fees and potential risks. Then we do what we say we are going to do. Keeping promises is not always easy, but we believe it is the only way to build long-term relationships.