Our FOM Investment Approach
Our FAMILY OFFICE MINDSET (FOM)℠ personalized approach drives our portfolio management process, which is both family oriented and collaborative. With our clients, we identify investment objectives and establish a strategy to achieve them. All security-specific selection is preceded, either implicitly or explicitly, by an asset allocation decision, where in excess of 90% of investment results are determined. We construct portfolios through a disciplined investment process tailored to your needs.
Trust Company Family Offices’ signature investment management strategies include: 1) intermediate-term fixed income management, 2) individual security management of large-cap domestic equities, 3) manager-of-managers investing and 4) socially responsible investment management. Wall Street can’t touch the credentialing and performance of our managers.
As a fiduciary, our responsibilities go well beyond, but include, a legal obligation to put our clients’ interests first. We have gone to great lengths to otherwise ensure the integrity of our processes by eliminating potential conflicts of interest. This commitment means we are paid only by our clients with a simple, transparent management fee that removes any actual or potential conflicts that arise from sales-based compensations. We also forego managing our own mutual funds and we stay out of the brokerage business. Our independence from any particular investment or brokerage firm allows us to help you find the investments and services that are right for you, without a sales agenda.