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Trust Point

Retirement Plan Investments


Our portfolios simplify your saving and investing because your plan participants do not need to select funds or their level of investment in them, and we monitor the performance to ensure your investments are meeting your objectives.

We offer:

  • Exclusive Profile Portfolios
    Profile Portfolios combine a diverse mix of mutual funds matched to your risk tolerance and reward goals, ranging from fixed-income and conservative growth to moderate and high growth.

  • Selected Fund Menu
    We offer top performing no-load institutional mutual funds--both actively managed and index funds, in different asset classes and investment styles--many of which are not available to most individual investors.

Please click below for more information regarding Trust Point Inc.’s

Investment Philosophy,
or to Request a Fund Fact Sheet or Prospectus

Past performance is no guarantee of future results. Not FDIC Insured. May Lose Value. No Bank Guarantee.