TMI Trust Company is pleased to present its newest addition to its investment options, WealthStages Portfolios. Utilizing the highest level of fiduciary standards and an institutional asset allocation approach, each portfolio is an investment solution suitable for investment accounts with varying appetites for risk and return over different time horizons.
Mutual funds or ETFs serve as the foundations for these portfolios, creating flexible investment solutions for clients. With a proven record of success, TMI Trust Company utilizes institutional, lower expense funds and tactical allocation strategies to increase return and/or reduce risk, adding value relative to a static benchmark. This allows clients to meet their investment and wealth objectives at various stages, as their circumstances change over time.
For additional information:
Chief Investment Officer