Rock River Trust - Holistic Approach

HOLISTIC APPROACH

Holistic approach to multiple trust and personal accounts

In cases where more than one trust is administered for the benefit of any individual, investment committee members consider the accounts of each individual in total, assuring an appropriate mix of assets to meet each client's overall investment objectives.

This panoramic, long-term view provides the perspective necessary to allow your investment committee to select any investments that may be outside normal asset classes approved by traditional trustees. The flexibility of this approach provides for investments such as real estate and stock in closely held and non-publicly traded companies to be held within individual trust accounts.

At your discretion, and without involvement by your investment committee, personal portfolios can also be scrutinized and reported on in context with trust investment activity already under the control of your investment committee.