Realizing that there are literally thousands of money managers available to help with the security selection process, North Central Trust Company has established relationships with a network of managers that excel in their particular style of investing. We have combined these managers to provide a comprehensive, dynamic asset allocation investment philosophy. Our team coordinates total portfolio asset allocation with manager selection, keeping in mind the economic environment, the conditions of the market, and risk and return requirements.

North Central Trust Company employs a rigorous screening process when selecting managers to ensure that they fill specific needs for our clients. It is this selection process that is an important component of our success. To maintain consistent results, we retain an experienced, professional staff of portfolio managers and financial experts who continually review, monitor and modify the process.

Since the investment philosophy of North Central Trust Company is one of asset allocation, we only select managers that are style specific, meaning the manager adheres to a stated style (i.e., large-cap, small-cap, foreign stock, etc.). Funds are scrutinized carefully to ensure that they fit properly within the asset allocation selections made by North Central Trust Company’s Investment Committee.