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Management Team
Strategic Wealth Management
Investment
Philosophy and Approach
How We Add Value
Fee Structure
Frequently Asked Questions |
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Frequently Asked
Questions
Who is The Trust Company of the South?
We were established by a
group of successful business people—now members of our Board of
Directors—who were dissatisfied with the low level of service, poor
communication, and lack of investment flexibility they were experiencing
with larger financial institutions. Being predominantly employee owned,
we believe our clients benefit from a firm we have built and control
ourselves. Our focus is on excellence, instead of expansion or market
share. By combining asset allocation principles, objective investment
management created independent of any “in-house” product, and proper focus
on financial planning, we believe we are exceptionally suited to handle
the needs of affluent clients.
Why does your firm place
such emphasis on financial planning?
While investment management is important, it is not the whole story. Too
many financial advisors use “financial planning” as a means to sell
products or manage money. Our comprehensive financial planning approach
addresses every area of your financial well-being. The Trust Company
process is labor intensive and requires expertise that many providers are
unwilling or unable to deliver. We review, evaluate, and monitor every
aspect of your financial road map, from insurance to estate planning,
using tools ranging from sophisticated planning software to old-fashioned
listening. We take the time to make sure your goals are achieved and your
wealth protected.
Why should I become a
client of Trust Company?
Having patiently read our story, why should you entrust your financial
future to us? We believe our competitive advantage is:
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Our approach—independent
and objective in every recommendation we make, focused on financial
planning and the peace of mind it instills when done right.
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Our people—owners
of the firm . . . professionals who possess unparalleled expertise.
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Our commitment—putting
your needs first and foremost, constantly striving to exceed your
expectations.
Our value is demonstrated by
carefully monitoring your progress and making ongoing analysis and
recommendations along the way. We will work diligently to earn and
maintain a long-term relationship with you. We hope that you agree that
our approach is the best way to reach your financial goals. We invite you
to join us as a valued client.
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