Why We're Different
Financial services firms operate in arguably the most indistinguishable of industries. You only need to view the television commercials of brokerage firms as proof of the homogenous nature of the financial advisory landscape. In an industry dominated by “sameness”, how can you distinguish the firms that offer distinctive value from those that are merely based on marketing?
We’ve built Trust Company of the South on several key cornerstones that separate us from the vast majority of financial service providers:
- Privately Owned
We are a privately-owned firm, with a majority of the firm owned by employees. This enables us to take a long view in how we manage the firm, rather than the quarter-to-quarter approach of large, publicly-traded Wall Street firms. As the financial crises of 2008 showed, the interests of large Wall Street firms are often at odds with those of their clients.
We serve all our clients in a fiduciary capacity. We always have and always will put the interest of our clients ahead of our own. We will always operate in a fully transparent manner, disclosing all fees. Unlike the brokerage firm structure, we work for you, our client, and we are only compensated by you. We receive no fee or commission from any providers or funds we may recommend.
- Comprehensive Planning
A sound financial plan is the foundation of a successful and secure financial future. Wealth management is far more involved than merely managing money. Our combined talents and expertise enable us to provide comprehensive, holistic and objective counsel and guidance to the multitude of issues that surround building and monitoring a financial plan that will change as your life changes.
- Clients as Partners
We view our clients as partners and as such, look for relationships that will be mutually rewarding and long-term. Our clients tend to be interesting, successful people who would rather pursue their passions and leave the details and heavy-lifting of managing their wealth in more capable hands. They are comfortable delegating to trusted professional advisors and appreciate the stability and value a relationship with our firm affords them and their family.