TrustCore helps you make the right investment choices

A carefully planned investment strategy is one of the keys to the success of any financial plan. But, how can investors identify choices that offer the best opportunity? The investment world is filled with complex, contradictory, and confusing investment strategies and asset allocation models.

TrustCore’s unique wealth management and investment advisory services can help you navigate complicated financial issues. Our investment management philosophy is client-centered. We recognize that each client has unique objectives, constraints and time horizons. At TrustCore, the investment process begins by identifying your short and long-term goals. Then, we analyze your individual requirement criteria such as performance, tax efficiency, liquidity and market risk. Based on our analysis, we will suggest custom formulated investment strategies and options to meet your specific needs.

Investment Choices:

• Money market funds
• Mutual funds
• Stocks
• Bonds
• Annuities
• Unit investment trusts

Investments purchased through TrustCore Investments, Inc., member SPIC, are not FDIC insured, not bank guaranteed, not insured by any federal government agency and may decrease in overall value.

How does TrustCore know which investments to recommend?

The knowledge begins in TrustCore’s research department. Our research team provides TrustCore advisors with the tools they need to select and monitor investments that fit your needs. TrustCore’s research team uses a proprietary method of evaluation to review and analyze thousands of mutual funds and their managers. Based on that research, we have developed the TrustCore Select Fund List. To qualify for inclusion on our Select List, an investment fund must pass through a complex procedure of analysis and evaluation.

Why is TrustCore’s investment advice objective?

Because we’re an independent firm, TrustCore is completely objective when selecting investment options for our clients. We do not offer “house brand” investment products. Our advisors receive no incentive to recommend a particular fund and none of our recommended funds are owned or sponsored by TrustCore. There is no behind-the-scenes compensation from investment companies, and our advisors do not have sales quotas. That means our clients receive investment advice based solely on what is best for their particular situation.

Investment Services:

• Portfolio analysis
• Stock option analysis and strategies
• Asset management
• Dollar cost averaging and periodic investing
• Retirement plans: 401(k), traditional and ROTH IRA, SEP, 403(b) plans, profit sharing, money purchase pension and defined benefit plans

Who is our Custodian?

TrustCore Investments, Inc. clears through National Financial Services, LLC (NFS). In this roll NFS is responsible for providing the trade executions, clearing and settlement and acting as custodian for your account assets.

NFS is a company of Fidelity Investments, one of the nation’s largest brokerage, mutual fund and retirement firms. The strength and reputation of Fidelity is one of the many reasons we chose to work with them. Fidelity is a well-capitalized, privately held, conservative company with strong earnings. Learn More > >