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About Us
About Us
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Our Mission
Invesco National Trust Company is dedicated to building our
clients' trust. We focus completely on our clients by performing
our trust services with skill, dedication, and adherence to
the strict principles of fiduciary conduct.
Our Advantage
Invesco National Trust Company aims to provide outstanding service.
Our dedicated focus allows us to service our clients on an individual
and customized basis. Our concentrated size is conducive to
rapid client and market responsiveness and allows us to provide
the ultimate in flexibility. Our global Invesco Ltd. affiliation
provides the Trust Company with a wealth of resources, an internationally
recognized reputation as an investment leader, and the outstanding
Invesco money management strategies. |
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Enhanced Reporting & Analysis |
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Online Account & Fund Information |
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Accessible, Professional Staff |
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Our History
Invesco National Trust Company was established in 1969
as Financial Trust Company. The Trust Company began managing
institutional funds in 1978 and created a collective trust
for qualified retirement plan investing in 1987. Our name
was changed in 1989 to INVESCO Trust Company, and again
in 1998 to Institutional Trust Company. In 2000, the Trust
Company became an FDIC-insured institution. In 2001, the
Trust Company received approval from the Office of the
Comptroller of Currency to convert its state charter into
a national trust company. As a result, the company changed
its name to AMVESCAP National Trust Company. In 2002,
the Trust Company began utilizing the Invesco and Aim
names as branding labels for the company's products in
order to enhance client name recognition in various distribution
channels. In 2006, the Trust Company's parent company,
AMVESCAP Plc, changed its name to Invesco Ltd. As a result
AMVESCAP National Trust Company is now Invesco National
Trust Company.
These name changes reflect the continuing evolution of
the Trust Company to meet the changing demands of the
retirement investment market. The Trust Company recognized
the shift to participant-directed plans many years ago
and has strategically positioned itself to provide full
service to its clients while successfully responding to
the trends shaping the retirement investment industry. |
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About the Invesco Collective Trust
Funds
The Trust Company's Invesco Collective Trust Funds are part
of a master trust, the Institutional Retirement Trust (IRT).
The Declaration of Trust ("DOT") establishing the IRT describes
the fiduciary and administrative oversight of the funds as well
as the rules that investing plans must follow in order to invest
in them. The Invesco Collective Trust Funds are designed exclusively
for qualified retirement plans and combine features of registered
mutual funds with a flexible institutional fee schedule to address
our clients' varied investment needs. The funds provide investment
management expertise in a wide variety of asset classes and
investment strategies incorporating growth, value, core, quantitative,
structured, stable value, global / international and real estate management
styles and products.
Eligible Investors
The Invesco Collective Trust funds are only available to investors in qualified retirement plans. Qualified retirement plans include any and all employee benefit plans as defined under section 401(a) of the Internal Revenue Code, certain governmental plans and insurance separate accounts consisting solely of assets in qualified retirement plans. This includes the following defined contribution and defined benefit plans:
Defined Contribution
401(k) Plans, Profit Sharing Plans, Stock Bonus Plans, Thrift Plans, Money Purchase Plans, Target Benefit Plans, Taft Hartley Plans, and certain 403(b)(9) Church plans.
Defined Benefit
Pension Plans, 457 Plans, Cash Balance Plans, Master Trusts, Insurance Separate Accounts.
Examples of Ineligible Investors include health and welfare plans, IRAs and 403(b) plans and plans with self employed investors. |
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Benefits of Collective Trust Funds: Investments
to Meet Your Needs |
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| Efficient investment management |
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Investment manager has one pool of money to manage |
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Manager concentrates on investment decisions, manages fewer, larger portfolios |
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Pricing Flexibility |
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Each client can have a custom fee schedule based on service provided and size of relationship |
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| Internet
Access |
Public Site |
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Fund Descriptions |
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Daily
Prices |
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Price
History |
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Monthly
Fund Performance |
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Quarterly
Fund Overviews |
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Institutional Client Site |
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Daily Account balances |
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Daily Transaction history |
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Institutional Client Fund Reports |
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Monthly
Portfolio Holdings |
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Annual Reports / Legal Documents |
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Investment Updates |
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| Common investment goals |
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All investors are sophisticated institutional investors with similar goals |
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| Positive cash flows |
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The funds have institutional cash flows, resulting in institutional investment performance |
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| Speed to Market |
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Launch in three weeks for domestic equity and fixed income products |
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There is no external cost to launch and no filing requirements |
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| Fixed Costs |
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Majority of costs to operate are charged to the funds |
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Operational infrastructure is highly leveraged, as business grows no impact on internal expenses |
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Lower costs |
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Optional revenue sharing |
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Economies of scale |
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Costs are spread among larger asset base, resulting in lower costs for investors |
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No registration costs |
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