With Mainstar Trust, you choose from a wealth of administratively feasible asset types.
Mutual Funds are a practical and efficient way of building a diversified portfolio including bonds, stocks, money market instruments, and other similar assets types.
Certificates of Deposit
A Certificate of Deposit is a savings certificate with a specific fixed term and entitles the receiver to accrue interest.
Common / Preferred Stocks
The two fundamental stock categories are common and preferred stock, which differ in their rights to their owners. Common stocks are the most common share types issued by companies; entitling shareholders to participate in the growth/profit of the company invested in, and include voting and preemptive rights. Preferred stocks represent partial company ownership, but with a greater claim on company assets than common and do not include voting rights.
A bond issued by corporations and sold to investors to fund capital improvements, debt refinancing, expansions, or acquisitions. The range of corporate bonds issued allows investors to customize a bond portfolio around their specific needs.
Private Placement Stocks
Similar to corporate bonds, Private Placement Stocks are issued by corporations and sold to select private investors to raise capital. Private placements may give investors more control of their private equity allocations.
A bond issued by a government authority, with a promise of repayment upon maturity. A low-risk investment backed by taxing power of the government.
Two or more partners conducting business jointly, with one or more liable only to the extent of the amount of money invested. Limited partners obtain direct access to income and expense flow.
Limited Liability Companies
A type of legal structure providing the limited liability features of a corporation, and the tax efficiency and flexibility with operations of a partnership.
Real Estate Investment Trusts (REITS)
A security that may sell like a stock on major exchanges and invests in real estate through property or mortgages. REITs also receive special tax considerations.
Mortgage Notes, Private Notes & Annuity Policies
Mortgage notes, private notes, and annuity policies are additional retirement asset types.