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Literature Library

Brochures

The Trust Method
Asset Conversion Process
The RIA 401(k)
Breakaway Broker
Safeguarding Your Assets

Focus Areas

One Pagers
White Papers
Case Studies

Thought Leadership

RIA Roads to Success
Scaling Your Practice

Brochures

The Trust Method	Asset Conversion Process	The RIA 401(k)
Advisors Going Independent	Safeguarding Your Assets

Thought Leadership

RIA Roads to Success	Scaling Your Practice

Focus Areas

One Pagers
401(k )Your Way	Evolve Your Practice
Safety and Soundness	Integration and Its Effect on Time and Effort
What’s New on the Back-Office Front	The Case for Redesigning Workflows
White Papers
High Growth Potential, Low Operational Impact A Well-Run Turnkey Asset Management Program Simplifies Selling Through Others
Case Studies
BTS Asset Management: Technology as the Engine of Expansion “Trust has allowed our firm to create efficiencies at every level of our business, allowing us to focus on our clients’ investment strategies and substantially increase assets under management.” -Isaac Braley, BTS Asset Management 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.