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THE TRUST INVESTMENT METHODOLOGY: EARNINGS
TRUST EARNS OVER $1 MILLION

Over the past five years the Trust has outperformed the insurance industry in investment results as measured by return on assets.

 
Trust
Ward 50
% Return
2004

6.1%

4.5%
1999 - 2004

5.4%

5.1%

The Trust has minimized investment risk while achieving a higher investment yield than the benchmarked industry groups. Over the last five years the Trust has placed over 86.5 percent of its total assets in investments while retaining adequate, actuarially-verified claims reserves. The Trust maintains a conservative portfolio of investments which are managed by the Trust's Finance Committee. Current investments can be viewed in the graph provided below. This solid investment heritage provides peace of mind that Trust member funds are being invested wisely.

Trust funds are invested by financial professionals at Claremont Capital, LLC.

 

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The Trust | 1112 W. Camelback Rd. | Phoenix, AZ 85013
TEL (800)266-4911 or (602)266-4911 | FAX (602)266-7754
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