TrustFundRegistry™ is a wealth management online platform and app curated by BIPOC families that offers users the ability to create a ‘trust fund’ for children through wealth-building investment.
Generate an investment portfolio personalized from everything family oriented, including family goals and family members. Close individuals looking to support children are able to choose savings goals and select either a one-time payment, recurring monthly deposit, or annual gift.
As a platform, TrustFundRegistry™ aims to achieve better outcomes for children through the installment of wealth creation habits and financial support systems from a young age.
By dismantling the myth that investing money should be a process associated with wealth, our goal of prioritizing the needs of children helps to invest in our communities, overcoming mindsets surrounding building wealth for generations to come.
We also aim to provide resources to communities who have none. Money is fair game and should be allocated wisely with the right help.
“By using TrustFundRegistry™, I can ensure that I the protect children in my life by safeguarding their financial future and wellbeing.”
“TrustFundRegistry™ offered me the ability to set up an investment portfolio for my niece, and helps ensure her protection for her academic future.”
“Through TrustFundRegistry, I can create a plan for the children in my life and continue to invest easily and accordingly.”
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The Smart Way to Build Generational Wealth
“The trademark of TrustFundRegistry™ Technologies LLC, an investment adviser licensed by the SEC, is TrustFundRegistryTM. Our internet-based investment advisory services are meant to help clients save for college but do not provide complete tax guidance or financial planning. Our services are only offered to residents of the United States. This website shall not be construed as a solicitation or offer to any person in any jurisdiction where such solicitation or offer would be prohibited.
Investing in securities involves risks, and investing in 529 plans involves certain tax considerations and related risks. Any investments you make in a 529 plan through TrustFundRegistry™ may lose value. Historical returns expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Our savings calculator and pricing comparison are hypothetical tools provided for illustrative purposes only and are based on important assumptions described here.
“Copyright © 2021 TrustFundRegistry™ is a trademark of TrustFundRegistry™ Technologies LLC a subsidiary of Ludlow Barrett Associates, 442 5th Avenue, Suite 1043, New York, NY 10018