Diversified Trust Co.

Overview

Diversified Trust Co. is an employee-owned wealth management firm headquartered in Memphis, Tennessee. Established in 1994, the firm offers a range of services including investment management, trust and estate administration, family office solutions, and institutional advisory services. With over $10 billion in client assets under management, Diversified Trust Co. serves individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. The firm's investment strategies are designed to sustain client financial goals, with an emphasis on tailored portfolio design and trusted guidance. Their strategic approach incorporates both traditional and alternative investment solutions aimed at long-term wealth preservation and growth. Diversified Trust Co. is recognized as the largest independent trust company headquartered in Tennessee and one of the largest in the Southeast. Their trust powers allow them to serve clients in various fiduciary capacities including trustee services and estate settlement services. Through their extensive offering of financial advisory and family office services, their professionals create customized solutions to address each client's unique situation. Their customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. The firm's institutional clients include public and private foundations, endowments, nonprofits, and retirement plans. A significant portion of the careers of their professionals has been devoted to managing and overseeing large pools of institutional assets. They provide the advantage of their extensive direct experience with universities, independent schools, foundations, and public charities. Diversified Trust Co. offers extensive Outsourced Chief Investment Officer (OCIO) services to their institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. As a commitment to ensure their incentives are always aligned with the best interests of their clients, the principals of Diversified Trust Co. have invested substantial personal and family assets alongside their clients. Their goal is simple - helping their clients focus on what is important to them.

Investment Focus

• Diversified Trust Co. seeks investments that align with their clients' financial goals and risk tolerance, focusing on long-term wealth preservation and growth.

Portfolio Companies