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.

THE TRUST COMPANY is a fundamental, research-based equity manager. Our equity selection process focuses on quality, growth and valuation characteristics. We search for companies that we believe exhibit above-average earnings growth over the long term, leading to future stock price appreciation. We invest in companies and are not market-timers. We believe that attractive investments can be found in all economic environments and we focus on risk budgeting, broad diversification and low turnover. Our managers average over 23 years of investment experience. Our distinct equity strategies include:

  • Large-cap core equity management
  • Enhanced dividend investment management
  • Socially responsible investing
  • Mutual fund – manager-of-managers strategy

Our fixed income investment style emphasizes intermediate-term U.S. Treasury, government and investment-grade corporate obligations. Over time, this focus has outperformed the market in two out of three scenarios: when interest rates are rising because of shorter maturities with the ability to capture higher income and when interest rates are stable due to higher levels of current income. Our fixed income strategy remains competitive even during periods of falling interest rates and is driven by:

  • Rate anticipation
  • Sector analysis
  • Intermediate-term maturities
  • Emphasis on high current income