Achieving clarity and confidence around your finances is a goal that applies whether you are an individual or family who wants to live comfortably, be generous, and pass on wealth wisely, or a business leader who wants to maximize the business’s assets through better strategic planning and stewardship. And it certainly applies if you have a fiduciary responsibility for other people’s assets.
Serving clients as a nationwide trust company, Ronald Blue Trust acts as a trusted advisor to clients with the objective of empowering them to make wise financial decisions, live generously, and leave a lasting legacy through highly focused services right for their situation.
Financial Planning is designed to enable individuals to better understand their finances in order to improve decision-making and to provide direction and purpose. Investment Management, for individuals or institutions, is a highly disciplined process that uses our proprietary Principles-Based Investing approach.
Grounded in time-tested economic principles, our portfolio management takes into account the factors that drive investment results: environment, growth, and valuation.
For our clients who are business leaders, we offer Institutional Services which include investment management for pension plans, foundations, and endowments, retirement plan consulting*, and employee financial planning. For those who desire assistance with managing their wealth not only now but into the future Ronald Blue Trust has a range of Trust Services to align with your unique needs.
Wherever you are in your life or whatever role you are currently playing, your experience as a Ronald Blue Trust client will always be based on the perspective of our Guiding Principles. Watch our advisors and leadership discuss them.
* Some of the services described herein are provided by other third parties. Services subject to execution of services agreement. Other fees, terms, and conditions apply.