About Us

A tradition of excellent performance & financial stewardship.

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Our approach is simple... We Gain our clients’ trust

Your financial partner.

Our Appoach The Trust Company specializes in helping individuals, businesses, and foundations reach their financial goals.

Because we are independent of any large bank or corporation, we have the flexibility and customer focus to be problem solvers.

Our team of top-notch trust professionals includes specialists in qualified retirement plans, investment management, wealth management, trust administration, and estate planning. That expertise is put to work to develop personalized strategies for each client and determine portfolio managers that match each client’s investment needs and circumstances. We constantly monitor the performance of hundreds of funds, conduct an intense screening process to choose style-specific portfolio managers, then hold those managers accountable for both performance and adherence to style.

The result: A tradition of excellent performance and financial stewardship.