Posted by: LAURA LYONS
Posted on: June 29, 2010
Effective for the statement period ending June 30, your Trust Company account statements for personal and IRA accounts will be mailed by a bonded fulfillment house.
Posted by: LAURA LYONS
Posted on: June 17, 2010
We spoke with Peter Nori of Templeton Global Equity Group. Templeton Global Equity group manages the Templeton Foreign Equity fund, the foreign large value component of our equity portfolios.
Posted by: LAURA LYONS
Posted on: June 9, 2010
Click on "Read More" below to view and download a pdf of the presentation.
Posted by: LAURA LYONS
Posted on: June 7, 2010
Susan, who is a Certified Financial Planner, will serve as a Trust Officer in both Employee Benefits and Personal Trust administration.
Posted by: LAURA LYONS
Posted on: May 25, 2010
During the second week of June, The Trust Company will be making some fund changes in our managed portfolios. As part of our proactive investment monitoring process, we have decided to terminate two managers because of underperformance and our loss of confidence in the fund managers. The two funds being terminated are Causeway International Value and Wells Fargo Capital Advantage. During the downturn and initial stages of the current recovery, …