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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
Investment Portfolios
King Trust offers six distinct investment portfolios to meet the varied investment goals of our clients. Our portfolios are constructed using the time-tested strategy of asset allocation, combining various asset classes to spread risk and accomplish broad diversification across market sectors.
Using mutual funds from well-established fund companies, we purchase all funds at net asset value (NAV). Portfolio holdings are carefully selected and reviewed regularly.
Our advisors would be happy to look at your specific financial situation, goals, and risk tolerance to help you decide which portfolio is best suited to your needs.
Click on the portfolios listed below to view the current general asset class holdings by model.
Conservative
Income
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive