Welcome FPA Minnesota Members
Thank you for your interest in learning more about Trust. Below are links to the article, news story, and mini white paper in our message. If you have any questions about our unique custody platform, please call Paul at 800-955-7808 or send us a request using Contact Us.
RIABiz: Trust Company of America is modifying its approach despite lights-out growth
By Brooke Southall
(May 2010) - Despite the fact that Trust Company of America has been tremendously successful in its nonconforming business model, it is starting to look to take a more mainstream approach to future growth.
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DENVER (December 8, 2009) – Trust’s quadrupling of assets under custody in last four years serves as proof that today’s advisors need advanced technology to keep their practice competitive
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A Model for Spectacular Growth
Model Portfolio Functionality Elevates Money Management Success for All Types of Advisors
To capitalize on the new wave of assets as a new generation surges into retirement in the coming years, advisors need an edge. Many forward-thinking advisors have already discovered such an advantage in model portfolios, which improve operations and, in turn, elevate client relationships and business development efforts. Once seen as a tool for frequent traders and client-shy advisors, model portfolios have evolved into a valuable asset for money managers of all styles, offering: simplified money management, streamlined trading, scalable back-office processes, and sophisticated investment capabilities.
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