The Elite Manager℠ Program at Reliance Trust, is a separate account investment platform providing access to superior institutional-level investment management firms. It is designed to offer the flexibility and customization sophisticated clients require in today’s investment environment. Reliance Trust offers a comprehensive solution by performing manager due diligence, investment research, trading, custody and operational support. Each manager provides a specialized investment strategy, allowing us to build a diversified portfolio of managers across an array of asset classes, customized for each client’s specific circumstances.
Our screening process aims to find experienced managers that have demonstrated consistent, superior results over multiple market cycles. An in-depth quantitative ranking system is used initially to identify managers with good downside protection and a proven track record for being exceptional stewards of capital. Yet, the bulk of the process is qualitative in nature—interviewing managers, digging into their philosophy and process and studying the history of the firm and team. Only after we’ve gone completely through this lengthy process do we recommend a manager to our clients. The end goal is to maximize returns and minimize risks with the cost and tax advantages desired in a professionally managed separate account investment program.
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