Management of Trust Assets

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
 
Rinehart & Associates | 521 East Morehead Street, Suite 580 | Charlotte NC 28202 | Ph 704.374.0646

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