Trust Company of America Lands Matson’s Money

By Diana Britton, WealthManagement.com

Mark Matson, CEO and founder of Matson Money, a Scottsdale, Ariz.-based RIA, is in the process of moving his firm’s $7.6 billion in client assets from Schwab Advisor Services to Trust Company of America. Joshua Pace, president and CEO of TCA, cites his firm’s non-competitive nature, modular technology and one-to-one service model as the top reasons Matson made the wholesale move over.

http://www.trustamerica.com/sites/default/files/assets/files/931b68252e63af058d1cd7ea3511d219/Wealth%20Management.TCA%20Supports%20Matson%20Money%20article.pdf

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