Case Studies

Since 1972, Trust Company has helped hundreds of advisors streamline their operations, optimize client service, and build bigger businesses. Our case studies offer a glimpse into some of the success stories.

To view a case study, click on the title to open in Adobe Acrobat Reader.

Atlas Capital Management: Streamlining a Simple Approach
“From an investment perspective, our models have proven successful in generating gains for our clients. From an administrative perspective, Trust Company of America has proven essential in helping us slash trading time requirements, which has cleared the time we need to build up our business, without requiring additional staff.”
- Joshua A. Kneller, Vice President, Atlas Capital Management

Elliott Cove Capital Management: Facilitating a Competitive Edge
“Offering all of the features we need without any of the modular cost increases associated with third-party software packages, the TCAdvisor II platform helps allow us to confidently offer no transaction fees on any trades within the portfolio for the life of an account.”
- Victor Ruiz, Senior Vice President and Chief Compliance Officer, Elliott Cove Capital Management

Fund Evaluation Group: Opening the Door for Broker-Dealers
TCAdvisor II has allowed Fund Evaluation Group to develop a new line of business in which it leverages its institutional expertise for individuals. The platform’s efficiency and capacity allows the firm to comfortably handle hundreds of these new relationships.

Flexible Plan Investments: Maximizing Multi-Strategy Capabilities
“The flexibility Trust Company offered made our concept of multiple strategies for client accounts real because prior to TCAdvisor, the approach was too labor intensive to be practical on anything more than a limited basis.”
- Jerry Wagner, President, Flexible Plan Investments

NorthCoast Asset Management: Forging a Back Office Partnership
“It means a lot for a firm of eight people to free a principal from having to develop and maintain back office software. In addition, we avoid some of the conflicts that arise when a broker-dealer serves as custodian for client assets.”
- Dan Kraninger, President, NorthCoast Asset Management

PGR Solutions: Quick, Successful Conversion of Assets
“We were dealing with a complex task under a tight timeframe and were very pleased with the speed of the conversion process. The individual attention provided by Trust Company was exceptional. After extensive research and evaluation of other recognized third-party providers, Trust Company can best provide the services necessary for our client accounts.”
- Dave Roberts, Managing Member, PGR Solutions, LLC

SectorQuant Capital Management: From Startup to Mid-Tier Advisor in 36 Months
“Trust Company of America’s immensely scalable solution allowed us to grow from a handful of accounts to 120 without incurring significant capital expenses for a trading desk, software or personnel.”
- Michael Lawrie, Principal, SectorQuant Capital Management

Verity Investments, Inc.: Unwinding Complexity
“In our extensive search for a custodian that could help us move our business in this new direction, other intermediaries failed, for one reason or another, to meet our needs. Trust Company not only met all of our initial requirements but has been extraordinarily flexible in addressing evolving circumstances with an approach that is always responsive and frequently proactive in its effort to satisfy every reasonable request.”
- Gordy Wegwart, President, Verity Investments, Inc.