created BY families, FOR families
It’s Nice to Meet You.
Trust Company is a full service wealth manager proudly based in North Carolina serving families & institutions.
To us, managing wealth is just the beginning.
For more than 30 years we’ve worked with families of all shapes and sizes to build, protect and preserve wealth. Your family is the living picture of the legacy you have worked hard to create, and they will carry it forward for generations to come. Our goal is to empower them to do just that. We become integrated into your family––your hopes, dreams and challenges become our ultimate objectives and concerns. We shift our focus seamlessly from the next 10 years to the next 100 with integrated planning and forward thinking investments, and we look decades into the future to ensure your legacy is what you want it to be.
years building relationships
NC
based and privately held
Assets Under Management
Wealth
Planning
Investment
Management
Fiduciary
Services
Our Firm
The culture our founders created years ago at our firm remains today and continues to drive everything we do.
Thought Leadership
Our focus is always on serving our clients, and part of that is keeping you up to date and informed with market insights, commentary and sometimes, interesting things you didn’t know were interesting.
Optimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of Vanguard
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are...
Performance Measurement in Efficient Markets
We believe that markets are largely efficient. What this means is that security...
Dan Tolomay in CBS MoneyWatch: Should You Invest in Gold Before Another Fed Rate Hike?
This September will be eventful as the Federal Reserve prepares to meet to...
Monthly Market Dashboard: Taking a Breather
August 2023 Taking A Breather Markets were modestly lower in August, with all...
Burke Koonce in U.S. News & World Report: Unlocking the Power of Early Investing
Usually, people are told to begin saving money in a retirement account, like...
Beneficiaries and Trusts
Trust Company of the South works with families to build, protect and preserve...