The Collective Investment Trust advantage
CITs lead the evolution of retirement investments
As the retirement landscape evolves, it’s no wonder Collective Investment Trusts (CITs) have emerged as the investment vehicle of choice within the ERISA-governed market. They offer a broader array of investment options, greater fee transparency, and improved comparability and credibility throughout the industry.
Reliance Trust stands out as the preferred partner
In the search for a trusted provider and fiduciary for your CIT needs, it’s also no wonder Reliance Trust has emerged as the partner of choice. Our market leadership is the result of 50 years of experience, a seasoned team of sales and business professionals, and the backing of a US$14B global fintech leader.Our solutions
A half century of delivering exceptional results
Founded in 1975 and chartered as a state bank and trust in 1981, Reliance Trust Company quickly grew into a leading provider of recordkeeping and custodial and trust services. Today, we specialize in Collective Investment Trusts (CITs), with all plan markets serviced.
"At Reliance Trust, we are fully dedicated to helping you achieve this goal. Our highly skilled teams, coupled with our strong partnerships with world-class asset managers and intermediaries, can help you grow your assets under management and enhance participant outcomes. We are energized by the rapid growth of the CIT market and are committed to providing exceptional value to you and your participants."
Luke McCabe President, Reliance Trust
Learn more about our seasoned sales and business leadership teamsMeet our team
Backed by a fintech powerhouse
In 2014, Reliance Trust was acquired by FIS®, a $14 billion provider of technology that powers the world’s economy and advances the way the world pays, banks and invests. Founded in 1968, FIS later acquired companies such as Certegy, eFunds, Metavante, SunGard and Worldpay.
Continually partnering with best-in-class asset managers
Reliance Trust, as trustee, provides you with access to some of the best asset managers in the CIT space. And it doesn’t stop there, we are constantly looking for more complementary strategies to further diversify your choices of CITs. Additionally, we are in the market speaking to industry leaders about where the CIT market is growing and what future investment strategies will look like.
Capitalize on data insights
Data is being monetized more effectively than ever. Make informed decisions and gain actionable insights with data that is fast, efficient and easy to access – and even easier to use.
Understand customer behavior in more powerful ways with integrated tools, insights and actions – available all in one place.
Manage your brand across all touchpoints, including print and digital with a product designed for marketers, not techies.
See into your customers full financial picture with complete data and automated analysis for faster, smarter assessments.
Evolve to omnichannel strategies
Customer expectations change almost as fast as fintech evolves. It’s important to personalize shopping experiences for your customers by targeting them based on their purchase history.
One platform, every channel Turn transactions into omnichannel experiences your customers won’t forget.
Streamlined, simple, smarter Weave together data from all touch points to create omnichannel shopping experiences customers will love.
Connected, smarter, better Our omnichannel payment solutions will increase customer loyalty and drive growth.
The new era of retail Get the lowdown on the retail trends providing a smooth, personalized experience for your customers.
Drive innovation with technology
Retailers must focus on the power of smart technology to provide bold, innovative experiences that help customers browse, buy and save in exciting new ways.
of retailers say innovations such as embedded finance, cryptocurrency, the metaverse and BNPL will affect their business in the coming 12 months.
Source: FIS’ 2023 GIR Report
- CITs are widely used as investment vehicles for qualified retirement plans, defined benefit plans and other qualifying trust. No individual retirement account or H.R. 10 Plan (or “Keogh plan” or other plan covering self-employed individuals) shall be permitted to invest in the Trust or any Fund. Please review the Fund Documents for more specific information before investing.