Investment Management Services
A comprehensive approach
Prudent Investment Strategies to Help Grow and Protect Your Assets
At the Trust Company of Vermont, our investment management services are guided by the Trust Investment Committee — a team of ten experienced professionals with diverse backgrounds in finance and portfolio strategy. Using in-depth research and analysis, we manage inherited positions and identify attractive new investment opportunities that align with your goals.
We believe investment success comes from time in the market, not timing the market. By integrating our financial, tax, and estate planning expertise, we design portfolios that support your objectives while positioning assets for efficient generational transfer. Through direct ownership of securities, we reduce the multiple layers of fees common in the investment advisory business. By minimizing trading, we also limit taxable events and transaction costs. Our portfolios follow modern portfolio theory, using diversification to reduce volatility and pursue steady, long-term growth.
In-House Expertise
Work With Our Team of Fiduciary Investment Advisors
We understand that a client’s needs and preferences are unique. Our investment advisors can ensure that a tailored approach will achieve alignment from both an investment and philosophical perspective. Integrating this information with our in-house Trust and Estate Planning services, our Investment Management capabilities become an essential component of a comprehensive service offering to clients.
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Additional Services
Interested in learning about other services we offer? Take a look at the options below and click to read more about how we can help support your financial growth and success.
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Ready to take the next step with your financial future?
A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors in our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.