Since 1975, Reliance Trust has provided objective, unbiased investment advice to a diverse base of sophisticated corporate clients such as 401(k) plans, pension plans, endowments, foundations and employee stock ownership plans (ESOPs). Our team of investment experts takes time to fully understand your organization’s objectives and goals and designs targeted investment plans tailored to meet those unique needs and challenges. As a trust company, Reliance Trust 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.
Reliance Trust offers full, written fee transparency. We leverage our institutional scale to deliver best-of-class investment managers at expense levels lower than what many of our clients are able to realize on their own. The combination of fee transparency and institutional quality managers at competitive prices sets Reliance Trust apart from other providers of similar services.
As a completely open-architecture firm, Reliance Trust offers a broad array of investment management services that can be customized for each client. Our menu of available investment options includes mutual funds, ETFs, separately managed accounts (SMAs), collective investment trust funds, as well as access to alternative strategies such as hedge funds and private equity investments. While Reliance Trust’s investment capabilities are broad-based and extensive, you are not left to navigate them on your own. Our investment experts will work with you to build an investment program that makes the most sense for your organization.
The investment consultants at Reliance Trust will work with you to select the right investment lineup and support structure for your company and employees. Our well-defined initial and ongoing review process ensures investment decisions are thoughtful and rational. We support clients by documenting the decision making process for future reference. Below is a sampling of just some of the services we offer: