The Trust Method

What is the Trust Method?

The Trust Method is the ultimate combination of technology, custody, and service for RIAs. The Trust Method increases your top line, improves your bottom line, and optimizes investment management. Trust Company of America believes that portfolio management should be simple, delivering solutions that help advisors optimize their back office, scale their practice, and free up time to spend strengthening client relationships and growing their business.

The Technology

Trust’s unique, yet standardized method of portfolio management allows advisors to use a single application technology to build their own models, use third-party models, or even create models of models – all while allowing customization at the account level. Additionally, omnibus trading enables transactions based on individual account structure, eliminating minimum trade requirements. Through the single application structure, rebalancing is efficient with no need to upload, dowload or reconcile. And this is just the beginning…

The Custody

Accountable for billions of dollars in client investments, Trust ensures the safekeeping of client assets under custody by managing, tracking, and holding title to clients’ securities. Clients’ securities are always held separately from corporate assets. While Trust holds title to clients’ securities, investments in mutual funds are held at the mutual fund companies and the direct investments in equity securities are safely held at JPMorgan Chase and CO., a large, reputable, and highly regulated organization.

The Service

Simply put, Trust thrives on its client relationships. As a result, we channel much of our time and energy into helping you run your practice more efficiently, and position yourself for long-term success and growth. Each client is designated a relationship manager who is your single point of contact for all questions and concerns. As an advocate for you and your firm, your relationship manager understands your business intrinsically to ensure your requests are handled efficiently.

Trust is 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.