Meet Our Team & Learn More about RIC

RIC is an independent risk manager and technology company that is dedicated to the fiduciary industry. We have the specialized expertise required to manage and administer Trust Owned Life Insurance, Annuities and Variable Invested Assets. Additionally we have an accredited staff that performs valuation services for closely held businesses held in fiduciary and IRA accounts. Partnering with over 200 Banks and Trust Companies, RIC has been a nation-leading provider for Trustees since 2001.



RIC recognizes that the information entrusted to us is highly confidential. We take the safeguarding of your information seriously and have implemented stringent policies and procedures to do so. In fact, we believe keeping your confidential information safe and secure is every employee’s responsibility.

Client Satisfaction

We are dedicated to satisfying our clients. We believe in respecting, listening to, and understanding the expectations of our clients. We strive to exceed their expectations in value, quality and on-time delivery of services.


Our products and services will be the industry’s best in terms of value received for money invested. We will deliver excellence, continually strive for improvement and respond heartily to change. We are each responsible for the quality of whatever we do.


RIC values expertise, efficiency and credibility as fundamental requirements for our highly educated and credentialed staff. Our accredited team serves the trustee by facilitating judicious management of trust assets in the best interest of the trust and its beneficiaries.



Learn how you can mitigate your liability, meet your fiduciary duty and provide a value-added service to your clients. Contact us today to request information or schedule a WebEx demo.