RTD Financial works closely with individual and corporate trustees to develop and maintain high-impact investment plans that meets the varying and often complex needs of beneficiaries.
Rooted in our financial planning heritage, our time-tested approach provides trustees with tailored financial modeling, that connects the strategic objectives of the trust with the right investment strategy to successfully reach them. Our team’s expertise then adapts and refines this plan, as the needs of beneficiaries change over time.
RTD partners with trustees in developing and ensuring compliance of the Investment Policy Statement and documented investment monitoring system. These services are coupled with a modern online dashboard to not only help shield these fiduciaries from personal liability but keeps trustees and beneficiaries informed every step of the way.
Ensure the needs and aspirations of your loved ones by working with an experienced, dedicated team. With formal training in serving as a fiduciary, for fiduciaries, we specialize in working with families and trusts like yours.