The Trust Company’s asset allocation strategies and proprietary research process take the mystery out of investing. Participants select a risk-based portfolio and have their account professionally managed.

The Trust Company provides six managed portfolios tailored for distinct risk tolerances, which offer plan participants:

• Immediate diversification
• Exposure to key asset classes
• Professionally managed investments
• Simplified investment decisions
• Automatic re-balancing
• Tactical investment decisions

Managed Portfolios & Line-Up

• Which Portfolio Is Right For You?

The Trust Company’s managed portfolios are listed below. Please click on the name for detailed portfolio information. Should you have questions about your current line-up or options, please contact Todd Chyba at The Trust Company.

• Ultra Aggressive Growth Portfolio
• Aggressive Growth Portfolio
• Growth Portfolio
• Balanced Growth Portfolio
• Balanced Income Portfolio
• Conservative Income Portfolio
• Capital Preservation Portfolio
• Investment Options

Disclosure

This page provides information on the standard set of managed portfolios offered by The Trust Company. At the level of individual accounts, certain variation may exist due to a variety of external or client-driven factors. For information on the year-to-date personalized rate of return applicable to your account, please see your participant statements.