Our Approach
Our portfolio management process is client-driven. Together, we identify investment objectives and establish a strategy to achieve them. All security-specific selection is preceded, either implicitly or explicitly, by an asset allocation decision, where in excess of 90% of investment results are determined. We construct portfolios through a disciplined investment process tailored to your needs.
THE TRUST COMPANY'S signature investment management strategies include: 1) intermediate-term fixed income management, 2) individual security management of large-cap domestic equities, 3) manager-of-managers investing and 4) socially responsible investment management. Wall Street has nothing over the credentialing and performance of our managers.
We have gone to great lengths to ensure the integrity of our processes by eliminating potential conflicts. This stance means we forego managing our own mutual funds and we stay out of the brokerage business.