Generally the investment powers (and limitations) for the trustee are contained in the trust document. Investments might include mutual funds, certificates of deposit, real estate, stocks, bonds, annuities or life insurance contracts. Employee Incentive Plans, Inc (EIP) can provide you with various investment options for your plan. EIP will help you determine the right choice of investments as well as create an investment policy for the plan.
Individual Investment Options
Planning services are provided by AtlasMark Financial, Inc, and investment services provided by Securities America, Inc.