As a trustee, you want to ensure the quality of life of the beneficiaries. This calls for a proven partner that supports your goals, satisfying complex fiduciary requirements while also adapting to market changes as needed.

Here’s what our approach will accomplish for you:

The RTD Approach


  • Share your family’s story with RTD
  • Express the big picture goals of the trust
  • Communicate the needs of the family and beneficiaries
  • Envision how you define the trust’s success


  • Understand how the trust operates
  • Quantify the needs of the family and beneficiaries
  • Identify fiduciary breaches in IPS
  • Evaluate your investment risk tolerance


  • Learn the potential challenges of reaching strategic goals
  • Discover the investment risk level to meet these goals and needs
  • Collaborate on improvements to IPS
  • Determine investment cost savings opportunities


  • Have clarity on cash flow coming from the trust
  • Eliminate deficiencies in IPS
  • Meet fiduciary duties by documenting investment plan
  • Create transparency and trust for beneficiaries


  • Delegate investment management liability
  • Conveniently stay informed via website or RTD mobile app
  • Easy online access to all fiduciary reports


  • Clarity that investment plan continues to match goals
  • Easily evaluate progress in meeting targeted investment return
  • Reduced fiduciary burden from documented ongoing compliance with IPS

Let’s Connect

Ensure the needs and aspirations of your loved ones with RTD Financial.

Contact Us Now