Investments

At Trust you have access to a wide array of investment products for your investment strategies so you can help your clients meet their needs and objectives.

Mutual Funds

The Trust platform currently features a large collection of no transaction fee (NTF) mutual funds active on our platform. Our list may also be expanded to accommodate a fund you wish to trade in that is currently not active.

Fund List: Custody Fee Credit Program

Note: Mutual fund redemption fees may apply. Mutual funds are intended for long-term investment. Short-term trading, often referred to as timing, is prohibited. Trust does not have restrictions or holding periods beyond those imposed by the mutual fund. NTF funds may have other fees and expenses that apply to a continued investment and are described in the prospectus. NTF funds may be subject to short-term redemption fees assessed by the fund. Trust does not assess short-term redemption fees beyond those assessed by the mutual fund. For all mutual funds: Always obtain a prospectus and read it thoroughly before investing in any mutual fund. Please carefully consider the fund’s investment objectives, risks, charges, and expenses before investing. Prospectus and other information can be found on the fund’s website. Read it carefully before you invest or send money.

Equities and Exchange Traded Funds

All publicly-traded equities and Exchange Traded Funds (ETFs) are available through the Trust platform.

Bonds

Trust accepts municipal and corporate bonds to be held in client accounts.

Non-Traditional Assets

Trust’s custody expertise encompasses non-traditional asset types. These assets include holdings such as:

• Certificates of Deposit (Note: Must be DTC-eligible)
• Closely Held Stocks
• Limited Liability Companies
• Limited Partnerships
• Money Market Accounts
• Non-Publicly Traded REITs
• Publicly Traded Limited Partnerships
• Publicly Traded Real Estate Investment Trusts (REITs)

Retirement Products

Trust offers a number of solutions for retirement-oriented accounts, including:

• Traditional IRAs
• Roth IRAs
• Rollover IRAs
• Beneficiary IRAs
• Business Retirement Products
• Qualified and Non-qualified Plans

Additionally, our 401(k) Total Solution, which includes recordkeeping services, is a comprehensive platform that allows advisors to manage every aspect of a 401(k) or other defined contribution plan.