Hand Benefits & Trust
Overview
Hand Benefits & Trust (HB&T), established in 1963, is a Houston-based financial services company specializing in collective investment trusts (CITs) for qualified retirement plans. As a pioneer in CIT administration, HB&T offers a range of fiduciary trust and administrative services, including trustee, administration, and transfer agency services, partnering with over 90 investment management firms to support more than 450 daily valued funds traded through the NSCC/DTCC platform. The company focuses on providing low expense ratios, transparent pricing, and simplified tracking for plan participants, sponsors, and retirement service providers. HB&T's investment offerings encompass fixed income, private equity, and real estate, targeting growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities. With a strong emphasis on broad investment diversification, HB&T aims to deliver competitive returns while promoting economic development and job creation through its investments. The company is headquartered in Houston, Texas, and operates as a subsidiary of Benefit Plans Administrative Services, Inc. (BPAS).
Investment Focus
- Qualified retirement plans
- Accredited investors
Portfolio Companies
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Frequently asked questions about Hand Benefits & Trust
What sectors does Hand Benefits & Trust invest in?
Hand Benefits & Trust invests in Financial Services, Real Estate, Infrastructure, Private Equity and Fixed Income (Debt and Bonds), and is based in Texas, United States. Hand Benefits & Trust is listed as a institutional investor in the ConnectSafely investor database.
What stage does Hand Benefits & Trust invest at?
Hand Benefits & Trust backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Hand Benefits & Trust invest in?
Hand Benefits & Trust invests across United States.
What companies has Hand Benefits & Trust invested in?
Hand Benefits & Trust's portfolio includes AFL-CIO Housing Investment Trust.
How do I contact Hand Benefits & Trust?
Hand Benefits & Trust's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
