At The Trust Company, our only allegiance is to you. We are independent and fee-only, which means we’re not in the business of selling products. Instead, we choose from many investment strategies to help you meet your goals. Whether you’d like some guidance with financial planning, would like to learn more about setting up retirement plans for your employees, or need help with foundation or endowment management for your nonprofit, we will provide unbiased expertise.

We actively manage your money and make decisions locally, not at a distant corporate headquarters. We manage your investments individually, and we adjust your portfolio based on changing conditions. There is no “set it and forget it” with The Trust Company.