Trust Company of America
As an independent custodian, Trust Company ensures the safekeeping of client assets by managing, tracking, and holding title to the actual securities. As an FDIC-insured depository institution, Trust Company complies with federal statutes and regulations. Trust Company is also bound by Colorado State Banking Commission regulations requiring they segregate a substantial amount of capital, based on the total value of the assets held in custody, and mandate that they invest assets only in investments authorized by statute.
Established in 1972, Trust Company of America (”Trust”) is an independent provider of custody, trading, and back office services to fee-only Registered Investment Advisors.