Benefit Trust

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Description

Benefit Trust Company is dedicated to providing comprehensive solutions to banks, trust companies, private businesses, and public entities. We help each of our clients to develop and manage the right program for their own customers, whether it's a benefit plan, trust program, or GASB initiative. By doing this, we help our clients to not only become more profitable, but also to alleviate the fiduciary and legal risks of managing these programs.

Mutual Fund Selection: We provide a true open architecture process allowing full and open selection of mutual funds.

We use your personal information in ways that help us provide our services to you. For example, we will use information we have about you to process your requests and transactions, to provide you with additional information about our services or services of an affiliate, or to evaluate your financial needs. We may also use your information in ways that help us administer our business.

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