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Our clients have established trusts with Rinehart & Associates to manage their present and future finances. They are ensured that their assets, now and in the future, will be managed in line with their goals.
At Rinehart & Associates, we:
- Manage trust assets the same way as individual accounts – tailored to specific needs through personalized attention and frequent contact
- Adhere to a “total return” philosophy when managing trust assets
- Remain objective and work within clients’ goals
- Use our in-house investment team to make investment decisions, giving our clients access to those making recommendations
- Address clients’ needs as they evolve
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