Trust company of the south Review

About Trust company of the south

Trust Company of the South: Premier Investment, Wealth Management, and Fiduciary Services

The Trust Company of the South is an independent trust company that has been providing premier investment, wealth management, and fiduciary services for over 30 years. The company was founded in 1987 by a group of experienced financial professionals who saw a need for a more personalized approach to wealth management.

Today, the Trust Company of the South is one of the most respected names in the industry. With offices in Tennessee and North Carolina, they serve clients throughout the Southeastern United States. Their team includes experienced investment advisors, trust officers, estate planners, and other professionals who work together to provide comprehensive solutions tailored to each client's unique needs.

Investment Services

The Trust Company of the South offers a wide range of investment services designed to help clients achieve their financial goals. They take a disciplined approach to investing that focuses on long-term growth while managing risk. Their team works closely with clients to develop customized investment strategies based on their individual needs and risk tolerance.

Their investment services include:

- Portfolio Management: The Trust Company of the South manages portfolios for individuals, families, trusts, foundations and endowments.
- Asset Allocation: They use asset allocation strategies designed to balance risk and reward.
- Equity Research: Their equity research team conducts extensive analysis on individual stocks.
- Fixed Income Management: They manage fixed income portfolios using both active and passive strategies.
- Alternative Investments: The Trust Company offers alternative investments such as private equity funds or hedge funds.

Wealth Management Services

In addition to their investment services offerings above ,the Trust Company also provides comprehensive wealth management solutions designed to help clients preserve their wealth while achieving their long-term financial goals. Their team works closely with each client's tax advisor or attorney when necessary so that all aspects are considered when developing customized plans.

Their wealth management services include:

- Financial Planning: The company provides comprehensive financial planning including retirement planning ,estate planning ,tax planning etc
- Estate Planning & Administration :They offer estate administration service which includes probate administration
- Tax Planning & Preparation :They provide tax preparation service as well as tax advisory service
- Philanthropic Giving :They assist clients with charitable giving through donor-advised funds or other vehicles

Fiduciary Services

As an independent trust company,the firm acts as fiduciaries for its clients .This means they have legal obligation towards acting in best interest towards its client . This allows them greater flexibility than traditional banks or brokerage firms when it comes managing assets .

Their fiduciary services include:

1.Trust Administration - They act as trustee for revocable living trusts ,irrevocable trusts etc
2.Estate Settlement - When someone passes away they can act as executor/administrator
3.Corporate Trusteeship - For businesses looking for professional trustee

Why Choose The Trust Company Of The South?

There are many reasons why you should choose The Trust Company Of The South over other firms offering similar services :

1.Experience - With over 30 years experience serving high net worth individuals,families,businesses etc
2.Personalized Service - As an independent firm they offer personalized attention tailored specifically towards your needs .
3.Fiduciary Responsibility – As mentioned earlier being an independent trust company allows them greater flexibility than traditional banks or brokerage firms when it comes managing assets .
4.Comprehensive Solutions – From Investment management,to Wealth Management,to Fiduciary Services everything under one roof .

Conclusion

If you're looking for premier investment ,wealth management,and fiduciary services then look no further than "The Trust Company Of The South". With decades worth experience serving high net worth individuals,families,businesses etc.,they have earned reputation among top tier companies . Whether you're looking grow your portfolio,preserve your wealth or plan your legacy,you can count on them!