Custodial Mutual Fund Program

Mutual funds are collections of stocks, bonds or other securities owned by a group of investors and managed by a professional. The major advantage of owning mutual funds is diversification. Most funds own a large number of securities, providing more diversification within portfolios.

Product Features:

  • Two investment styles and 12 allocations from which to choose.
  • Allocations are monitored on a daily basis by the management team.
  • Active management is employed for all allocations.
  • Custodial services from a prestigious trust companies providing a full spectrum of mutual funds.
  • Responsive customer service.
  • Daily account access, monthly custodial statements and quarterly performance reports.

Custodial Arrangements:

FiServ Trust Company and Trust Company of America

Minimum Investments:

$20,000.00 Fiserv; $75,000.00 TCA

Current Options:

  • Full Platform - Manager selects from all available mutual funds and fund families.
  • Fund Family Specific - Manager selects from mutual funds within a specific fund family. The current available fund family is American Funds.

Green Investment Management, Inc.