Preferred Trust

Our Preferred Trust Program is a flexible investment platform that includes a number of America’s independent money managers and brand name mutual funds. This cost-effective option assists plan sponsors with their fiduciary responsibilities and is easy to administer.

Choose From an Extensive Menu of Custom Investment Options

Preferred Trust is made up of a broad range of collective trust investment options that represent diversity and depth within each asset class, as well as the full range of investment styles.* You can select from an extensive menu of money manager and collective investment trust options, lifestyle asset allocation models, exchange-traded funds or custom asset allocation models.

Need more information? Let us earn your trust. Contact us now.

* There is no guarantee that any investment will achieve its stated objectives. Investment involves risk, including the possible loss of capital. Investments are not bank deposits and neither the FDIC nor any other agency insures any such investments.

Additional Resources

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