| Description: |
Circle Trust (which manages over $9 Billion in assets) offers full-service 401(K)/mutual fund, custody/trust, assets and endowments management to individuals and institutions. Their services include a self-directed brokerage option for pension administrators and company employees. They also in-source these services to Third Party Administrators who resell them (i.e. they provide back-office services as a financial ASP). |
