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Where and how are client Trust funds invested?

client funds invested Trust
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Where and how are client Trust funds invested?

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Trust monies are invested with Wachovia’s Charitable Services Group. Life Plan Trust’s Board of Directors decides how the funds are to be invested. Presently, Trust funds (long term investments) are invested as follows: 40% bond funds, 60% equity (stock) funds. There is a separate fund for cash needs over the next one to two years.

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