Institutional Investment Management
We understand that pension plans, endowments, and foundations face increasing challenges. With our thorough and disciplined approach, we create a customized solution for achieving investment objectives while controlling risk and managing costs.
Family-Focused Retirement Solutions
At Trust Company Family Offices, we actively manage investment portfolios for business, retirement plan and nonprofit organization clients. We also serve as corporate trustee to these institutional clients, with full fiduciary responsibility.
When it comes to serving retirement plan clients, our FAMILY OFFICE MINDSET means tailoring services to meet the needs of employees and their families. Working in close concert with the retirement plan sponsor, we assess the appetite for financial education, work to understand the goals of the retirement plan and collaborate to develop a comprehensive retirement program.
Trust Company Family Offices’ investment process is designed to meet the needs of employees and their families, irrespective of their station in life. A focused menu of actively managed and fully diversified market and lifestyle investment choices simplifies what is often overwhelming and complex. Participants may access their personal accounts electronically and are afforded the opportunity to review a wealth of retirement planning information on their own or with one of our credentialed specialists.