Small Company Advantage

Compared to the big three – Schwab Institutional, Fidelity Institutional Wealth Services, and TDAmeritrade Institutional, Trust is a small company. We are proud to be small, because being small means we can provide a different level of service to the advisors on our platform.

One-on-One, Just Like You

You choose to be an independent Registered Investment Advisor so that you can provide personalized service. You believe that a fee-based business model provides transparency and allows you to always be on the client’s side. You provide investment service to people who can benefit from your expertise. As a Registered Investment Advisor, you always keep your clients’ best interests in mind.

At Trust, we choose the same approach. We are an independent custodian – one without a retail division. We believe that an asset-based custody fee provides transparency and allows you the freedom to trade to maximize your clients’ investments. We strive to provide valuable services that increase your trading efficiency and reduce your back office demands. And we always keep our advisors’ best interest in mind.

Not Too Small

Trust has over 7 billion in assets under custody. We’ve been growing steadily for years by providing services that advisors need in order to scale their business. The Trust solution allows an advisor to seek continued growth and provide a better solution to their clients while being able to scale their back office operations. We have clients that have grown to over a billion in assets under management with us, and clients that have brought assets totaling a billion to our platform.

Attracting Success

According to Cerulli, our clients’ average assets per account is higher than the industry average. Many of our clients have grown significantly since joining Trust and cite our platform as a catalyst to their growth. Close to half of the advisors using our platform have reached a level of success where they expanded to use a network of representatives to sell their money management services.

Your Ideas – Our Project List

When you are in a crowd of thousands, it is difficult for your voice to be heard. At Trust, we pride ourselves on the fact that many of our software updates begin with suggestions from an advisor. We believe the people using our platform every day are the ones who know it best.

Our size is a benefit when it comes to implementing changes. We focus on providing quarterly software updates that introduce new capabilities and value with every release.