First Mercantile Trust (FMT) is one of our Trustee/Custodian Partners.  The firm was founded in 1972 in Memphis, Tennessee and is regulated by the Tennessee Department of Financial Institutions.  FMT provides investment services for Qualified Plans.  Their staff includes experts in a variety of different areas, including Certified Public Accountants, attorneys, and qualified trust consultants.  The specific areas of Trust services offered are:
  
  • Independent investment advisors
  • Daily valuation of funds
  • Monthly audits of funds
  • Quarterly performance evaluations
  • Quarterly review of advisors
  • Monthly or quarterly participant statements
  • Quarterly investment newsletters
  • Customized enrollment material
  • Enrollment video
  • Personalized investment education / enrollment software
  • Internet access
 
According to Pension and Investments, First Mercantile is one of the top 15 retirement plan service providers in the United States.  We at Alpha & Omega, Inc. are proud to be considered one of their partners.
  

Alpha & Omega, Inc. Financial Management Consultants
8580 La Mesa Blvd, Suite 100
La Mesa, CA 91941
Phone:  800-755-5060  ~  Fax:  619-462-1766
Email:  info@Alpha-Omega-Inc.com