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.

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 Choices: 

money market funds
mutual funds
stocks
bonds
annuities
unit investment trusts

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