The Trust Company is an independent, boutique wealth management and investment company founded in Manhattan, KS in 1992. We now proudly serve four communities: Manhattan, Lawrence and Marysville, Kansas and Columbia, Missouri. However, we serve clients who live all across the United States and around the world. Our staff are professionals recruited from financial, legal, accounting and business backgrounds. The ownership of the company are staff and community members who share the vision of a locally-owned advisory firm passionately serving our diverse clients. We plan on a decades-long relationship with our clients and their families, by helping to guide their financial strategy as they build, preserve and ultimately, pass on their wealth to future generations of family or favored charitable organizations. Understanding our clients, their families, and their unique situation is important for us to build a plan that will meet their short- and long-term needs. Managing clients’ assets includes designing and managing portfolios that align with their needs, goals, risk tolerance and capacity. We do this through diversified portfolios, primarily structured with institutional-class mutual funds and ETFs. We abide by the principles of the Uniform Prudent Investor Act and Modern Portfolio Theory. Our Client Advisors and Investment Team focus on controlling risk while pursuing our clients’ goals. Explore our services, learn more about our team, and then call or email us today to talk about how we can be of service to you. Executive Team Mark Knackendoffel, J.D. President and CEO Anne Lewis-Smith Executive Vice President, Chief Operating & Financial Officer Tracy Robinson Senior Vice President, Chief Strategy & Client Development Officer Katie Seay, CFP®, CTFA Senior Vice President, Chief Fiduciary Officer Toby Marks Senior Vice President, Chief Investment Officer & Portfolio Manager Todd Chyba, MBA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Michelle Duggan Vice President & Trust Operations Manager Staff Spotlight Kale Terrill Kale joined The Trust Company in April 2021 as a Trust Officer & Wealth Advisor working primarily with individuals and families on financial planning, investment management, and trust and estate administration. He’s originally from Smith Center, KS, where his father has spent his career as a bank Trust Officer. “I have always looked up to my… Our Team In all of our locations, we have assembled experienced specialists in investment management, trusts, financial and retirement planning, and other financial services. Read More... Directors Our directors serve The Trust Company and our clients with integrity, experience and responsible oversight. Read More... Community Involvement Just like you, we sponsor and support local civic and philanthropic initiatives near and dear to our hearts. Read More... Testimonials It’s been our privilege to help many wonderful people meet their financial goals, and to serve them in whatever ways we can. Here are a few kind words that some of them… Read More... *Please note: These policies don’t insure or guarantee the market value of clients’ underlying portfolios or assets.
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