Personal Trust
Choosing someone to help preserve and eventually pass on your legacy to future generations is an important task. At the Trust Company, we take this task very seriously. Drawing on our founding company’s rich 100- year history, we have assembled a team of individuals with the experience and integrity necessary to assist high net worth individuals accomplish these very significant goals.
The complexity of choices in today’s world can be overwhelming. Through our personal consultative process, our Trust Officers will work with you and your advisory team to design a plan based on your time horizon, objectives, and risk tolerance. From this consultation, an asset allocation model is determined and an Investment Policy Statement is developed to establish the guidelines from which future decisions regarding your legacy are made.
We are affiliated with one of the South’s premier investment firms, which affords us access to institutional level money managers and investment vehicles. Regular monitoring coupled with priority-based rebalancing ensures that your portfolio stays in line with your policy today, as well as with changes over time. We also provide you with a comprehensive reporting package that includes portfolio performance and all transactions.
Charitable Trusts
We have developed a unique niche in working work with charitable organizations. Many altruistic organizations rely on us to establish their trust accounts to work efficiently and seamlessly, so that they may do what they do best. We understand the many demands and challenges faced by the trustees and board members of charitable organizations. Paramount to these challenges is the need to focus on the preservation and growth of the organization’s assets, while keeping a watchful eye on attaining the overall philanthropic goals.
Charitable giving begins with good intentions. Those intentions can get overlooked when the process for gifting becomes cumbersome. We have the expertise necessary to make this gifting process fluid, allowing the gift to take center stage while the process remains behind the scenes.
Retirement Plans
We have established a retirement plan expertise that is second to none. It is our goal to learn as much as we can about each organization and then scour the marketplace for the most effective solution for your needs. We understand that in order to attract and retain exceptional employees, a company must offer a top-notch benefit plan. Through our consultative process that determines the appropriate provider for your retirement plan, we will continue our due diligence to ensure that the chosen vendors continue to offer the high level of service you expect.
It truly is the ongoing service of our retirement plans that sets us apart from other firms. Our plan administrators continuously monitor the plan to make sure it remains appropriate for attaining your goal. We work with some of the biggest and brightest names in the investment arena, as well as some boutique firms that offer a unique niche. From these managers, we will build an investment matrix that suits your needs and goals. Most importantly to companies today, we offer compliance support. In today’s legal environment, this is a pressing concern for employers
Another key component of our retirement plan services is our employee education program. At The Trust Company, we educate employees concerning risk and return expectations, the dynamic nature of the financial markets, the long-term nature of retirement investing, and the value of diversification. We give your employees the tools necessary to make informed decisions regarding their future.
Finally, as a full-service provider, we offer technical advice. Our Retirement Benefit Specialists are a trusted source for technical information regarding retirement plans and current retirement plan laws. We monitor our clients’ plans to ensure compliance with government regulations.