Create multiple goals tailored to each beneficiary, automate cash transfers for beneficiaries on a custom schedule, and manage different trust accounts with a single login.
Simple signup.
Setting up a trust with Spiral Holdings Trade is quick and can be done entirely online.
Smart cash flow management.
Deposits and reinvested dividends are used to automatically rebalance your portfolio, which can help minimize taxes.
Diversified portfolio strategies.
We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.
Returns.
Use performance graphing and visualization tools to understand the long-term potential returns of your trust.
Clear statements.
Online access to account activity, quarterly statements, and annual tax forms.
Transparency.
Spiral Holdings Trade provides full portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.
