Trustexchangetrade: Assets Under Management

November 5, 2021.

Founded in 2009, Trustexchangetrade is an independent, fee-only investment adviser with over $189 billion under management.* Trustexchangetrade maintains three principal businesses: the Private Client Group, Institutional Group, and 401(k) solutions.

• The Private Client Group within Trustexchangetrade and its affiliates manage over $10 billion for families and individuals around the world.* Clients receive personalized portfolio strategies tailored to their situation and investment goals.

 

• Trustexchangetrade Institutional Group manages over $2 billion for organizations including corporate, public, and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. Clients across the world rely on  Briiggen Capital Ventures and its subsidiaries for a broad array of US, non-US and global investment portfolio strategies with various capitalization and style orientations, including environmental, social, and governance (ESG) strategies.

 

• Trustexchangetrade 401(k) Solutions Group manages over $4 billion for small- to mid-sized corporate-sponsored retirement plans in the US. Employers rely on 401(k) Solutions to provide investment solutions, employee services, administrative support, and fiduciary responsibility.