Trust Personal Investment Account
World-class investment guidance and expertise delivered with the stability and understanding that only comes from Vermont’s trusted source for financial solutions.
TPIA is the common sense alternative for today’s investors. Our approach is not driven by commission. Instead, we are dedicated to understanding our clients’ needs and then putting a plan in place to help clients meet those needs. Plus, TPIA gives you exclusive access to a proven investment approach. A resource that until now has been available to some of the nation’s largest and most sophisticated investors.
TPIA is an investment solution that delivers where it matters most:
- A customized strategy based on a deep understanding of your risk tolerance and long-term financial goals.
- Exclusive access to a unique series of portfolios constructed by OBS Financial Services Inc., utilizing Dimensional Fund Advisor’s funds.
- Investment strategy derived from Nobel prize-winning economic research and designed with the goal of generating the highest returns for the lowest corresponding amount of risk.
- Competitive, transparent pricing based on the amount of assets you have invested, not on the number of transactions.
- A periodic review of your account to ensure your investments match your objectives and adapt to any life changes.
Plus, TPIA offers a host of other valuable options and solutions, including:
- Socially Responsible Investment options
- Health Savings Account Investment opportunities
The Solid Foundation
TPIA is supported and delivered by one of Vermont’s most trusted and dependable financial resources. Currently with $500 million in assets under management, Merchants Trust Company has earned the trust of Vermont families, individuals and businesses by focusing on meeting the needs of its clients. One client at a time.
The World-Class Investment Management
Dimensional Fund Advisors LTD
Founded in 1981 and with $195 billion in assets under management, Dimensional is a different kind of investment firm. Dimensional translates financial research into real world investment solutions. Privately owned, Dimensional operates with a strategy based on Nobel Prize winning academics and investor behavioral studies. The proven results are based on science and a deep understanding of the markets. Not based on the whims of speculation.
For more information or to set up an appointment, contact Angela Webster, or anyone at Merchants Trust Company.
Not FDIC Insured, Not A Deposit, No Bank Guaranty, May Lose Value.
Investment advisory services are offered through OBS Financial Services, an SEC Registered Investment Advisor.
The bank’s routing number is: 011600020
Use your Debit Card to pay for groceries, gas, movie tickets and more. And Rewards Checking customers earn cash back on all Debit Card purchases. Learn more.
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.