Constellation Trust Company Investment Platform

ITS partnered with Constellation Trust Company because of their commitment to provide best-in-class clearing and custody services to our clientele. ITS operates on the CTC institutional platform through brokerage-style accounts. All four of our current DAPM programs are available at CTC.

ITS utilizes only true no-load or load-waived funds for our portfolios on the CTC platform. Additionally, we screen out all transaction-fee funds leaving only NTF funds for our portfolio selections. As a result, the only costs to the client are the annual asset-based expenses (i.e. expense ratios) charged by the funds and our annual asset-based management fee.

The CTC platform provides ITS with significant depth---there are thousands of funds available after our initial screen has been applied.