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  • Our Investment Approach

    Creating Your Investment Blueprint

    Reliance Trust has generated strong, long-term performance results across a variety of investment objectives ranging from capital preservation to aggressive growth. Central to our investment process is the need to balance your return needs against your ability and willingness to assume risk.

    Our investment team works closely with you to develop your own personal investment blueprint. That blueprint is known as your investment policy statement. It serves as a living document to ensure your portfolio follows a prudent, disciplined investment process focused on realistic, long-term considerations instead of a headline-driven approach dictated by human emotion.

    Taking a Proactive Approach

    Our approach centers on achieving your long-term goals and adhering to your strategic asset allocation. However, we still take a proactive, tactical approach when it comes to taking advantage of market opportunities and changes. Our goal is to position your portfolio to enhance your risk/reward. We employ additional layers of risk management techniques to smooth portfolio volatility through uncertain market and economic environments. We also encourage frequent communication between you and your team of trusted advisors to ensure your investment strategy remains relevant to your changing personal circumstances.

    Setting Ourselves Apart

    What sets Reliance Trust apart from other providers of similar services? We provide full written fee transparency and institutional-quality managers at competitive prices. The ability to deliver best-of-class investment managers at a lower expense than what many of our clients are able to realize on their own is a tremendous advantage to our clients.