Yesterday, Trust Company of America announced that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor representatives nationwide.
The new alliance will give IAC advisors access to custody services and Trust Company of America’s single application technology platform, one of the most advanced model-based trading platforms for growth-oriented advisors who utilize model-based trading and who recognize the value of technology to increase operational efficiency and enhance customer experience. IAC advisors will also have full access to Liberty, a fully-mobile technology (web or app) that provides anywhere/anytime access to account information and reports, transforming the way investors and advisors conduct business.
Investment Advisors Corp. has seen strong growth in recent years with its team of RIAs who provide fee-based advisory, financial planning and comprehensive asset management services to individuals, corporations, endowments, foundations, high net-worth investors and other clients. As a privately-owned registered investment advisor (RIA), the firm prides itself on providing advisors with the comprehensive support and tools they need to help their clients achieve their financial goals.
IAC is also championing new initiatives internally to improve work flow and efficiency throughout the organization through the Baldrige Performance Excellence Program. TCA has embarked on a similar effort using Lean Six Sigma, a management strategy born in the 1980s to help drive increased process improvement.