Brochures

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Trust Corporate Brochure
Trust provides high-quality custodial and back office services to fee-based Registered Investment Advisors. Leveraging a solid reputation as a custodian of investment assets, leading-edge technology, and a commitment to personalized client services, we are fully capable of accommodating any administrative demand, money management requirement, or regulatory standard.

Institutional Advisor Services Brochure
Established in 1972, Trust has worked with investment advisors nationwide. Along the way, as we’ve refined our practices and sharpened our focus on the needs of the profession, we’ve also learned one of our most important attributes is flexibility: the ability to tailor solutions to specific situations. As a result, our services meet the needs of advisors from across the profession’s spectrum of styles and approaches.

A Trusted Custodian – End Investor Brochure
An independent custodian, Trust works with your financial advisor to ensure the safekeeping of your investment assets. Whether your portfolio includes stocks, bonds, mutual funds, or a combination of these, Trust is responsible for securely handling the actual securities, along with cash deposits and their equivalents. As a natural extension of this role, Trust processes trades and validates investment transactions, but Trust focuses solely on protecting your assets and does not extend investment advice.

Multi-Manager Unified Account Program (MMUAP) Brochure
Recognizing the challenges inherent in building a thriving investment advisor practice, Trust has developed a powerful tool that facilitates relationships between investment advisors possessing complementary skills. Through its use, advisors focused on gathering assets can pair with advisors focused on managing money, or a group of advisors can share their investment expertise without sharing their client lists. As a result, advisors may enjoy signifi cant benefi ts from leveraging the investment or marketing expertise of others while maintaining complete control over their account base.

Sales Force Solutions (TCRepresentative) Brochure
As part of its commitment to fully serving the investment advisor community, Trust has developed a scalable collection of tools and services to help advisors effectively manage their network of representatives while seamlessly accommodating a firm’s unique business needs.

Sales Analytics Brochure
Committed to developing tools and systems that help improve the effi ciency of investment advisors and their firms, Trust has developed a comprehensive, interactive sales analysis application that generates multi-faceted reports on demand. As a result, advisors may fully focus on analyzing their account base from the angles they deem most important.

Managed 401(k) Total Solution Brochure
To assist investment advisors who serve the 401(k) market, Trust offers the 401(k) Total Solution, a flexible platform that benefits plan participants, plan sponsors, and advisors alike. Bundling recordkeeping and plan administration responsibilities and leveraging our trading and custody services, the service is ideal for advisors who provide money management expertise to 401(k) plans.