Investment Management

Business owners are busy folks, and while you may have significant investment needs, you probably don’t have significant time to spend managing those needs. The Trust Company can help.

Perhaps you are considering a future expansion. Maybe you need assistance with your qualified retirement plan. Whatever your business investment needs, we can help, because investment management is the foundation of what we do.

Together, we will figure out your risk tolerance, and we will also determine the rate of return you need to reach your goals. In addition, we will look at your entire financial picture, such as your cash flow and revenue, your tax situation, your business’s long-term outlook, and other factors. And we will consult closely with your board of directors, trustees or investment committee to ensure that we are working in concert with your long-term strategies.

The Trust Company follows the principles prescribed by the Prudent Investor Act and Modern Portfolio Theory. We work within a disciplined framework of sound, independent financial advice, quality service and individual solutions. We focus on controlling risk exposure while seeking to achieve superior investment results over the long term.

Let’s talk about how we can help you help your business.