Featured Articles

Below is a list of headlines featuring our technology and services in popular industry publications.

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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.

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.

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.

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.

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.

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.

Investment News: Small Custodian to Compete with Large Players – Read Only
By Brooke Southall
(December 19, 2005) – Colorado firm hires Fiserv exec to guide expansion.