Featured Articles
Below is a list of headlines featuring our technology and services in popular industry publications.
Note: Read Only PDF files can be saved to your hard drive or emailed to an associate – they cannot be printed. (This is a limitation of the document rights granted by the publication.)
RIABiz: How two big RIAs convinced two service providers to shift course on technology
By Brooke Southall
(August 2010) – Trust Company of America has established itself as a niche custodian that has a particular edge with RIAs that want to run turnkey asset management programs and other advisors that use model portfolios.
Denver Business Journal: Runberg finds going by the numbers enjoyable
By Jodi Torpey
(May 2010) - CFO of the Year – Small private companies category.
RIABiz: Trust Company of America is modifying its approach despite lights-out growth
By Brooke Southall
(May 2010) - Despite the fact that Trust Company of America has been tremendously successful in its nonconforming business model, it is starting to look to take a more mainstream approach to future growth.
Financial Planning: The RIA Landscape
By Stephen Crowe
(May 2010) – RIAs are partnering with custodians and vendors and networking with peers to help grow their business.
Registered Rep: The Upstarts
By Jerry Gleeson
(March 2010) – Trust Company’s model seems to be working: Since Verity signed up in 2005, Trust Company’s assets have more than quadrupled to $9.1 billion.
Registered Rep: 60 Seconds: Frank Maiorano
By Jerry Gleeson
(March 2010) – Registered Rep. talked with Maiorano about his new position at Trust Company, an RIA custodian with $9.1 billion in assets based in Centennial, Colo.
RIABiz: Stephen Finn taps Maiorano to take small custodian to next level
By Brooke Southhall
(February 2010) – Schwab RIA pioneer plans to make his custodian more mainstream.
RIABiz: Frank Maiorano takes the helm at Trust Company of America
By Brooke Southhall
(January 2010) – Veteran of Schwab and Nuveen will raise visibility of low-profile RIA custodian.
RIABiz: CEO Terry Reitan retires from Trust Company of America
By Brooke Southhall
(January 2010) – Former Fiserv ISS chief presided over four years of stunning growth.
RIABiz: How a Small RIA is Making Big Waves
By Brooke Southhall
(January 2010) – Trust Company of America Invested Heavily in Technology to Make RIA’s Efficient with an Array of Advisory Representatives.
RIABiz: Here’s how Advanced Trading Technology Boosts Financial Advisors Even if they Eschew Market Timing
By Liz Hayden
(October 2009) – Done Right, Model Portfolios Solve a Host a Efficiency Problems.
Virtual Office News: Trust’s TCAdvisor
By David J. Drucker
(December 2008) – The Ultimate in Portfolio Modeling Efficiency.
www.virtualofficenews.com
Morningstar Advisor: An Overlooked Custodian
By Joel P. Bruckenstein
(November 2008) – A smaller custodian that can differentiate itself from the crowd by offering some unique services and a strong, integrated technology platform.
Financial Advisor: In The Land of Giants – Read Only
By David J. Drucker
(November 2007) – Does a small custodian have a chance these days? If it offers something advisors can’t get from the Big Three, it does.
Virtual Office News: Our Journey to Create a Virtual Firm
By Bob Vance, Vance Capital Management
(August 2006) – Virtual Office News Guest Columnist
www.virtualofficenews.com/
Financial Advisor: A Different Type of Custodian – Read Only
By Joel Bruckenstein
(March 2006) – Trust Company of America has a novel service platform.
Investment Advisor: The Gluck Report, Watch This One
By Andrew Gluck
(February 2006) – Watch This One: Trust Company of America is challenging the big custodians.
