Investment Management

Incorporating sound investment strategies

If you're like many Americans, you probably have a certain vision for your retirement. In fact, over your working years, you may have been dreaming about how you will spend your time and money during retirement.

We take a comprehensive approach to investment management:

  1. A custom-designed plan. Working with you and your advisors, we create an investment strategy that is uniquely yours and is documented in a detailed, written Investment Policy Statement. We regularly revisit this statement with you to ensure that we remain aligned with your wealth management objectives.
  2. Nimble risk management. We will monitor and adjust your portfolio as conditions change in the economy or in the financial markets. Your portfolio is monitored and reviewed on an ongoing basis, and adjustments and rebalances are made whenever necessary.

At MassMutual Trust Company, we will work with you to create an investment and wealth management strategy that will build and grow your assets so that you can achieve your retirement vision, while also managing your investment risk.

You can consolidate your IRA or 401(k) plan balance from a former employer and have your retirement account managed by our expert team. If you have an IRA or 401(k) plan with a balance of $500,000 - or several accounts that add up to $500,000 or more - we can help you build and grow your qualified assets.

Our separately managed account services are generally available for accounts with a minimum of $1,000,000 in assets. For those clients with portfolios consisting exclusively of mutual funds, our minimum is only $1,000,000. This amount is significantly lower than what other trust companies offer. We feel this demonstrates our belief that a broad range of clients could benefit from the customized, hands-on approach we offer.

We can help you:

  • Manage assets
  • Grow your retirement funds
  • Reduce your taxes
  • Maintain liquidity
  • Plan for future estate needs