In keeping with The Trust Company’s mission, “to preserve and enhance your peace of mind,” we want to provide assurance that our top priority is not only your health and safety, but also managing your wealth with the heightened vigilance current markets demand. As such, we are taking all necessary steps to protect our most valuable assets—the employees we count on to ensure seamless business operations, and the clients we serve.
Several of the measures we are taking include:
While we are experiencing an unprecedented public health situation, The Trust Company is confident in our ability to take care of each other, remain steadfast to our principles, and maintain the discipline of our tried-and-true investment process.
Our Investment Committee, along with our team of experienced Client Advisors, is diligently analyzing, discussing, and even debating both macro and micro-economic issues, and our strategic investment decisions and responses, focusing primarily on our rebalancing process and redeploying some larger cash allocations.
Year-to-date, we have rebalanced portfolios three (3) times – in mid-January, at the end of February, and the 2nd week of March. We also anticipate executing another rebalancing process in the coming days. This rebalancing process has the effect of selling portions of holdings that are over-allocated (expensive) and buying holdings that are under-allocated (inexpensive), both on a relative basis. Crisis history tells us that in markets like this, holding on to equity positions, and adding to them during declines, is the very best way to build and retain long-term wealth.
We thank you for your continued partnership and send our most sincere wish to “stay safe!” Please do not hesitate to call us at 800-285-7878 if you have any questions or concerns.
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
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