series Trust Offering
We’ve created the Trailmark Series Trust (TST) to reduce the burden of launching and operating a mutual fund for advisors who want to focus less on administrative tasks and more on what they do best – managing and growing assets. The Trailmark Series Trust allows investment managers to seamlessly bring products to market, with minimal cost and time onboarding. Whether you are looking for a more better experience or launching a new fund strategy, we can help provide the infrastructure you are looking for.
At Trailmark, we’ve created efficiencies through the common use of directors, trustees, chief compliance officers and other shared services. Additionally, the Trailmark Series Trust can provide access to trust level distribution agreements, blue sky registration fees, and more.
Compliance and regulatory requirements are only becoming more complex and more costly, all in an investment environment that is compressing fees. We provide a cost-effective solution and expertise allowing investment advisors to devote time elsewhere. When entering into our shared series trust, your experience is seamless.
Why Needed?
Without accurate and timely reporting to investors, funds can't exist.
Independent third party to the fund adds another level of internal controls and asset safeguards for investors.
Operational and administrative support for fund managers so they can focus time on maximizing portfolio value.
