Asset ManagementOur Trust Asset Mangement representives focus on you and your goals when creating an investment portfolio. We take the time to truly listen to and understand your needs in order to develop the best investment strategies and guidance. Your Portfolio Manager will work with you to develop a complete and personalized investment plan and to build a portfolio that reflects your financial needs, goals and risk tolerance.
Through an "open architecture system", Trust Asset Management offers access to, single and multi-investment managers as well as non-proprietary mutual funds. Trust Asset Management employs a "manager of managers" concept, providing its clients with "best of class" asset managers. Your Portfolio Manager oversees the sub-managers who construct portfolios that are focused upon specific asset classes and investment styles.
Trust Asset Management's Philosophy
Our personalized investment philosophy centers around six principals.
- Asset Allocation
- Portfolio Structure
- Tax Management
- Multiple Specialist Managers
- Continuous Portfolio Management
- First-hand Customer Knowledge
Trust Asset Management creates client goal-based portfolios with style diversifiers, asset allocation and risk and tax efficiencies.
Investment Assets
Based upon your investment plan and objectives, investment assets may include domestic and international equities representing a variety of asset classes and investment styles. Fixed income securities may include investment grade bonds and domestic/international fixed income securities based upon duration/maturity, yield curve, sector representation and issuer selection.
Below are a few examples of some of the strategies employed by Trust Asset Management
1. Investment philosophy and manager selection process
2. Sample multi-manager portfolio
3. Integrated Managed accounts program
4. Managing managers
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Request a meeting with a Trust Asset Management Representative for more information.
As a part of our investment management process, Trust Asset Management utilizes several non-affiliated, sub-advisory investment managers in the development and ongoing management of individual portfolios. These managers are carefully selected to meet the customized money management needs of our individual clients. Trust Asset Management maintains full responsibility and oversight for all investment solutions.
Trust Asset Management provides on-going monitoring and oversight for all sub-advisory relationships and maintains full discretion and fiduciary responsibility where applicable.
