Our portfolio management process is always client-driven. Together, we establish an investment objective and a strategy to achieve your goals. Any security-specific selection decision is preceded, either implicitly or explicitly, by an asset allocation decision. Asset allocation is the most fundamental of investment decisions. Research indicates that the asset allocation decision accounts for more than 90 percent of the variation between returns on different portfolios. We construct portfolios through a disciplined investment process tailored to your goals and preferences and we carefully monitor and periodically rebalance your portfolio to preserve the desired investment objective.

Theodore Hahn, Julie Higgins and Mark Evans provide analytical investment expertise that supports THE TRUST COMPANY’S investment philosophy. THE TRUST COMPANY has also entered into agreement with The Northern Trust Company, Chicago Illinois, to have access to their back room analytical research. In essence, we have 27 investment analysts at our disposal in addition to the economic, fixed income and quantitative staff of the Northern Trust Company’s investment division. THE TRUST COMPANY also utilizes other sources of independent research such as Morningstar, Value Line and Bloomberg along with Wall Street research to aid in the investment decision-making process.