Global Trust

Global Trust provides fee‑only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm also offers retirement plan consulting and, on occasion, serves state or municipal government clients.

The firm individualizes portfolios through a written Investment Policy Statement and emphasizes asset allocation, diversification, and low‑cost mutual funds and ETFs, with a preference for short- to intermediate‑term, higher‑quality fixed income. For select, suitable separately managed accounts Global Trust employs exchange‑listed derivatives—primarily exchange‑traded options and covered‑call strategies—and a beta‑plus portable‑alpha framework that combines broad market beta with targeted individual-stock alpha positions.

Global Trust maintains an affiliation with a public accounting firm, sharing office resources and reciprocal referral arrangements and discloses procedures to address related conflicts of interest. Its combination of ERISA‑aware retirement plan services, occasional municipal clients, and explicit, documented use of options within separately managed accounts is less common among similar team advisory firms.