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Peoples Trust Investment

fee based asset management

Our advisory platforms provide our financial consultants with the tools, resources and support that they need to offer you several advisory platforms. These platforms are fee based priced depending on the plan and other factors. Platforms available include but are not limited to Manager Select Accounts, Model Wealth Portfolio’s, Personal Wealth Portfolio’s and Strategic Asset Management (SAM) Accounts. Your Financial Consultant will be happy to discuss these options with you in more detail.