Our century of experience has taught us that investment fads are just that –fads. They distract investors from their long-term objectives. At Trust Point, we focus on creating diversified portfolios that achieve a client’s desired return on investment with the least possible risk.
Our independent status means that we can offer a rich variety of investments, rather than the controlled list of proprietary funds and single-investment strategies that banks, mutual funds, and insurance companies typically provide. You will find comfort in our history of performance and our choices of both equity and fixed income institutional share class mutual funds, all featuring no-load and very low expense ratios.
We will work with you to define your unique goals and needs, evaluate your investment options, and determine with you the best path to success.
For more about our investment management approach, see: