Corporate/Executive > Investment Management
Investment Management
Investment Management
Benefit Trust offers customized selection of investment vehicles
Choose the Level of Service That's Right for You
When you work with Benefit Trust Company, you can choose from three levels of investment service, depending on your interest level in actively managing your account:
  • Level One – Managed Portfolio: Professionally managed portfolios that utilize a combination of individual securities, exchange-traded funds, collective trust funds, and mutual funds. We can choose the manager, or work with the manager of your choice.
  • Level Two – Daily Platform: Participants select and manage their own individual asset allocation from a broad array of predetermined investment options.
  • Level Three – IDA: Individually Directed Accounts managed entirely by the participant, a qualified advisor or an investment manager.
Customized Selection
Customized Selection
We select and monitor a variety of investment options that takes into account the requirements of your plan and your employee base, while addressing the full range of investment styles, from conservative to aggressive.
With a wide array of investment choices, you can create a plan menu with a diverse selection of investment options tailored to your needs and those of your employees.