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.
Daniel Tolomay in U.S. News & World Report: What the SVB Crisis Means for ETFs
On March 10, 2023, the tech-heavy Silicon Valley Bank (SVB) collapsed, causing U.S....
A Conversation with Trust Company Chief Investment Officer Dan Tolomay
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are...
The Siren Song of Market Timing: Why Trying to Time the Market Can Hurt Your Portfolio
You are being targeted. There is nowhere to hide. If you follow financial...
Thoughts on Silicon Valley Bank And New Federal Depositor Backstop
On Friday, March 10, the FDIC took over SVB Financial Group, more commonly...
Monthly Market Dashboard: February 2023
March 1, 2023 Market Dashboard Six More Weeks of Winter Indeed When we...
Thoughts on Alternative Investing
Over the course of the last two decades, alternative investments, or more specifically,...