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Created by families, for families

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What We Do

Serving Families & Institutions

For more than 30 years we’ve worked with families like yours to simplify their financial lives.

We have our eyes on your entire wealth strategy from the moment you become a client. In general, our work can be divided into into three categories: customized investments, wealth planning and fiduciary services.

Our Services

Investment Management

An approach based entirely on our clients’ goals and unique circumstances, our asset management services are based on research, data and a long-term perspective. Whether we’re working with individuals or institutions, we develop tailored portfolios to serve the best interests of our clients as defined by the fiduciary standard of investing.
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Wealth Planning

With a fully integrated approach, we work with each family to identify what areas need our help now, and what may need attention in the future. From estate planning to risk management, we have the technical knowledge to tackle anything life throws your way.

Fiduciary Services

Unlike most banks and brokerage firms, we’re free to act in the best interests of our clients. Our ability to serve in a fiduciary capacity means that we’re committed to providing prudent and unbiased guidance to our clients throughout the course of our relationship.
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How We Add Value for Institutions

Trust Company has served as a reliable and valued partner for large and small institutions and non-profit organizations for decades. Our commitment to our institutional clients expands and grows along with their growth. In developing our tailored approach for each foundation and endowment client, we strive to provide the best possible service and advice to promote the mission of the organization.

We work with all of our institutional clients to ensure effective governance, continuity throughout time and long-term investment success. For our non-profit clients, we take a hands-on approach with board members and large donors to optimize gifting strategies and can assist with cash and securities processing as needed. As part of our ongoing relationship, we annually self-evaluate our performance by providing benchmarking studies and analysis.

To learn more about our institutional offering, please submit an RFP below, or contact the nearest Trust Company office.

How Trust Company Can Help

From our very first meeting, people tell us that we’re different. We start every relationship with a conversation about you, your family, your goals, your challenges, your dreams and what keeps you lying awake at night. From there, we create a plan to simplify your financial life and chart a course to financial peace of mind.
What We Do Diagram

Discovery & Observations

  • Financial statements
  • Core needs and concerns
  • Goals, objectives, & challenges
  • Investment approach

Seamless Onboarding

  • Asset transition plan
  • asset allocation discussion
  • Financial planning opportunities

Strategy Development

  • Comprehensive planning
  • Relationship development with third party advisors

Ongoing Management

  • Asset management and rebalancing
  • oversight of 3rd party assets
  • Reporting of all holdings in total, by asset class
  • Financial administration
  • Fiduciary services
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