Abstract: Financial management systems and methods for development and administration of investment trusts which may be traded as a securities are provided. These trusts may be based on underlying investment instruments optimally selected to provide dividends and equity, and the trusts value may reflect accrued investment income and maintenance expenses. The financial management systems and methods may receive input from the relevant markets of the underlying investment instrument products and dividend investments, and periodically evaluate and report the performance of the investment trust. The financial management systems and methods may also permit investors in the trusts to redeem their ownership in the trust for cash or investment instruments of the trust.