Investment Approach

Trust Company of the South’s investment approach is built on fundamental concepts from the best ideas developed over the last fifty years in the field of academic finance.

Are you concerned with growing wealth or preserving family assets through multiple generations? Or do you have specific needs such as handling the proceeds from the sale of a business or appropriately reinvesting a company retirement plan rollover? Whatever your objectives, we work with you to craft a specifically focused investment plan, putting the odds of a successful investment experience in your favor.

The following cornerstones guide our investment philosophy: