Wealth Management Investment Services

We take an active approach to wealth management, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles.

Our Investment Strategy

  • Portfolios are tax-managed and diversified to limit market risk and provide consistent performance
  • Diversification is across investment styles and asset classes
  • A full range of investment options include:
    • Individual stocks and bonds
    • Mutual funds
    • Exchange traded funds
  • We utilize multiple global research sources to:
    • Set strategic asset allocation
    • Determine sector weighting
    • Select securities

Click here to view our Investment Services Fee Schedule

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Trust and Estate Services

Our focus is threefold: to preserve capital, to manage its growth, and to transfer that capital from one generation to another.  Our services are tailored in response to specific client needs. As a fiduciary, we are held to the highest standards of accountability and professionalism.

Trust Services

Trust services are a core element of our business. The firm acts as trustee or co-trustee, or as an agent for trustee, to assure reliable trust administration. Fiduciary services include:

  • Investment Management
  • Custody of trust assets
  • Detailed reporting to beneficiaries and co-trustees
  • Prepare trust tax returns

Click here to view our Trust Management Fee Schedule

Estate Administration Services

In serving as executor or personal representative, or as agent for either, we provide the following services:

  • Collect and secure estate assets
  • Appraise estate assets
  • Notify creditors and pay debts
  • Collect monies owed the estate
  • Manage estate assets (real estate, securities, family-owned business)
  • Keep detailed records of all transactions
  • Submit records to beneficiaries and probate court
  • Choose tax year for the estate
  • Complete and file income and estate tax returns

Click here to view our Estate Administration Services Fee Schedule

Securities Backed Line of Credit

A Securities Backed Line of Credit is a bank line of credit that is backed by securities held in an investment portfolio held at TCV Trust & Wealth Management.  With a Securities Backed Line of Credit in place, cash needs can be met without disrupting a carefully constructed investment plan. The line can be accessed to pay taxes, tuition, facilitate a real estate purchase or provide a safety net for unexpected expenses.

A Securities Backed Line of Credit provides unparalleled flexibility, convenience and access. Contact your account administrator to find out more about this service.

Visit www.advisorbank.com to find out more about Advisor Bank.  Advisor Bank is a private label bank of The Bancorp Bank created specifically to handle the needs of clients like you.

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Our Operations Specialists

 

 

 

 

 

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Retirement Plan Services

The Trust Company of Tennessee, designs and administers a retirement plan that works for both your business and your employees.

  • Daily Valuation, Qualified 401(k), Profit Sharing and Pension Plans
  • Non-Qualified Deferred Compensation Plans
  • Investment Management
  • Trustee Services, including plan design and administration
  • IRS Approved Master Plans
  • Required Government and Employee Reporting

To access these services, go to: https://www.thetrust.com/services/corporate-retirement/

Creating Value Through Trust

TCV Trust & Wealth Management