PRZOOM - /newswire/ -
Denver, CO, United States, 2006/09/28 - Trust Company of America, provider of custody services to fee-based registered investment advisors, today announced the addition of Vance Capital Management to its rapidly-expanding client roster - TrustAmerica.com / LeGrandHart.com.
Vance Capital Management is a fee-based investment advisor that provides asset management and investment planning for individuals, trusts, corporations, foundations and pension plans. The initial asset transfer will consist of new business and existing national financial accounts totaling approximately $70 million. Founded in 1998, Vance Capital Management is committed to providing excellent service while meeting the complex needs of their clients in the new millennium. Vance features a dedicated team consisting of Certified Financial Planners, a Certified Public Accountant and a Chartered Life Underwriter.
“We are very excited with this appointment,” said Terry Reitan, Trust Company of America’s President and CEO. “We value Vance Capital Management’s recognition in the quality of Trust Company of America’s people and in our capabilities as a world-class custodial services provider. We look forward to truly partnering with this great organization as they continue to expand their business.”
“In Trust Company of America, we found a custodian with the experience and expertise we were looking for, including best-in-class technology, thorough procedures, and flexible reporting capabilities," said Bob Vance, Founder of Vance Capital Management. "Trust Company of America’s technology allows us to quickly and efficiently support the full range of investment strategies that we employ, while at the same time we are now able to consolidate our reporting requirements, thereby reducing risk and administrative inefficiencies."
About Trust Company of America Institutional Advisor Services
Trust Company of America Institutional Advisor Services is an independent, differentiated provider of custody, trading, and back office services to fee-based registered investment advisors. Trust Company Advisor Services provides unique benefits such as a state-of-the-art modeled strategies trading platform, specialized support for advisors who sell through representatives, and a flexible, complete fee management program. Trust Company Advisor Services delivers the scalability advisors need to spend less money on overhead and more time growing their business.
About Trust Company of America
Trust Company of America (trustamerica.com) is a specialized provider of custody and back office services to the financial services industry. Utilizing advanced technology and responsive client support, Trust Company services include registered investment advisor custody services, transfer agent and registrar for non-traded REITs and other direct participation programs, self-directed IRA account administration, and secure information processing. Trust Company is a privately-held company headquartered in Centennial, Colorado.