The Trust Company of Sterne Agee, Inc.   Personal trusts. Charitable trusts. Retirement planning services. All to ensure you thrive. The Trust Company of Sterne Agee, Inc. is a private trust company affiliated with one of the South’s premier investment firms. We offer exceptional service for high-net-worth individuals, retirement plan sponsors, and charitable organizations. Established in 1994, we offer uniquely-tailored portfolio strategies and fiduciary management solutions to meet each client’s unique needs. Our expertise lies in the design and operation of sophisticated investment programs employing some of the best money managers in the world to select investments, offer global diversification, and manage investment risk. Tax-efficient investing, a formidable goal in today’s environment, is a cornerstone of our investment programming. We concentrate our resources and energy on the things we do best. For us, that means a focus on investments, rather than simply a list of traditional trust banking services.  Our Trust Company offices are located in Birmingham, Alabama, Charlotte, North Carolina and Pinehurst, North Carolina. To review our full line of products and services, please click here.