For over 30 years, Reliance Trust Company has been helping banks and bank associations service their clients by offering non-traditional bank financial services to the organization and their customers. Reliance is a customer service oriented, solutions based financial service provider and is keenly aware of the importance of professionalism in client relationships. By complementing the existing capabilities of each respective organization with the resources of Reliance, a more holistic suite of financial service solutions can be presented. This, in turn, leads to a more satisfactory view of the bank and its total client servicing capabilities.

Reliance offers a comprehensive, open architecture suite of financial services including, but not limited to: Asset Custody (Corporate cash sweep & institutional money market fund portal, DTC and non-DTC security custody & accounting services), Investment Management (Equity/Fixed Income separate account management, mutual funds, asset allocation), Personal Trust Services (revocable/irrevocable, ILITs, charitable trusts, special needs trusts, estate settlement), Retirement Plan Services (Pension/Profit Sharing Plans, 401(k), Defined Benefit, ESOP, Directed/Discretionary Trustee, Institutional Custody), Insurance (life, health, disability, deferred compensation, annuities, long term care, retirement/estate planning strategies), Estate/Financial Planning, Securities Brokerage (stocks, bonds, mutual funds, options, LPs), Family Office / Comprehensive Wealth Management services and Trust/RIA Operations Outsourcing.

Reliance works closely with the bank’s assigned relationship management personnel, supporting their end client relationship in a direct or indirect capacity as needed. Through a selling agreement, the bank is able to receive ongoing non-interest income revenues from those relationships being jointly serviced by Reliance affiliates.