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Employee-Owned Independent Trust Company

The Trust Company of Vermont is an employee-owned, locally controlled firm specializing in financial and estate planning, trust administration and investment management. Founded in 1999 as the state’s first independent trust company, we serve individuals, families, and institutions from our Brattleboro headquarters and offices in Burlington, Rutland, Manchester, and Keene, NH. Our commitment to exceptional client service has helped us grow to over $2.5 billion in managed assets.

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Our vision

The first independent trust company in Vermont is born

In forming Trust Company of Vermont, our founders envisioned a company that emphasized employee ownership, client service and community commitment.  We believe that when employees own the company, they create a positive work environment which lends itself to long-term employee commitment, which in turn leads to high levels of customer service and continuity for clients, and helps strengthen the local communities that we serve.

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Our Structure

About Employee Stock Ownership Plans (ESOPs)

Trust Company of Vermont is an Employee Stock Ownership Plan (ESOP) Company whereby all employee-owners have some level of ownership, and a vested interest in the continued success of the company.  Employee-owners operate with an owner’s mindset and are empowered to make decisions that will benefit the company and its clients over the long term.  As the company grows, Trust Company of Vermont can give generously to the communities that it serves.

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In-House Expertise

Our dedicated team of knowledgeable, experienced professionals work together to provide customized solutions for our clients.

Trust Company of Vermont believes that investment management, trust administration, fiduciary tax preparation, financial planning and trust operations should not be outsourced, to control the quality of our services. Learn more about our different teams in this section below. For more on specific team members, visit Our Team page. 

Provided by the team of in-house portfolio managers that form the Trust Investment Committee. The Trust Investment Committee brings together managers with a variety of strengths and skills who have combined to produce an enviable performance record while focusing on managing customized portfolios and educating clients.

Provided by the group of knowledgeable administrators and estate planning attorneys that form the Trust Administrative Committee. The Administrative Committee brings together individuals who have extensive experience in taxation, financial planning, estate planning, IRA administration and fiduciary law to provide integrated services for our clients.

Handled by experienced professionals who can assist clients with asset transfers, bill pay and the movement of funds. Clients have daily on-line access to their portfolios, and all assets are held at Northern Trust, one of the leading providers of asset safekeeping.

As a state-chartered institution, the Trust Company of Vermont is examined and regulated by the Vermont Department of Financial Regulation. The Trust Company’s staff includes a Compliance Officer, who reports directly to the Audit Committee of the Board of Directors, as well as two other dedicated compliance professionals.  The Board of Directors, comprised of both employee-owners and independent directors, provides additional oversight.

Trust Company of Vermont will always be grateful for the vision of the original eight founders: John Abel, Jack Davidson, Bobi Flynn, Angie Freeman, Rich Pearce, Steve Singiser, Nanette Stevens, and Jane Waysville.  We will strive to carry on this vision for generations to come.

As an employee owned independent trust company, we have the resources, focus and flexibility to provide the type of service that we are proud of at the end of the day… every day.

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About TCV

Interested in learning more about Trust Company of Vermont? Take a look at the options below and click to read more about our organization and our team.

History

Philosophy & Approach

Meet Our People

Our Services