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
Listen
- 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
Analyze
- Understand how the trust operates
- Quantify the needs of the family and beneficiaries
- Identify fiduciary breaches in IPS
- Evaluate your investment risk tolerance
Strategize
- 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
Formalize
- 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
Implement
- Delegate investment management liability
- Conveniently stay informed via website or RTD mobile app
- Easy online access to all fiduciary reports
Monitor
- 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