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King Trust Company, N.A.
8050 Spring Arbor Road
PO Box 580
Spring Arbor, Michigan 49283
517.750.2727
800.325.8975
517.750.2752 (fax)
info@kingtrust.com
How to Invest
Good stewardship demands prudent management. We are to be wise managers of everything God has provided – time, talents, and resources. To that end, King Trust offers its clients a single trusted source to assist in stewarding your assets as you seek to: Plan, Invest and Give
After seeking to carefully understand each unique client relationship, our team places individual investors into one of our mutual fund portfolios comprised of funds from well-established firms. We endeavor to select funds for our clients that will maximize risk-adjusted performance and minimize risk.
For institutional investors and individual investors with larger accounts, we offer a separately managed account program through an affiliation with the world’s largest investment manager. These investments can be tailored specifically to the client’s financial and tax situation. The portfolio managers use the Efficient Frontier as a guideline to blending asset classes and optimizing correlation between various market sectors, with the ultimate goal of capturing upside potential while minimizing downside exposure.
KTC strives to build portfolios in which no significant holdings are invested in companies that derive a majority of their revenue from alcohol, tobacco, abortion, gambling and pornography.