Trust Company celebrates 20 years in businessWritten by Duane Ramsey | | firstname.lastname@example.org
The Trust Company of Toledo celebrated its 20th anniversary by moving into a new facility and hosting an open house.
The Trust Company moved into its new building on Timberwolf Drive off Airport Highway in Holland on Sept. 17. The firm hosted an open house for its clients Oct. 20.
The full-service investment and trust management company purchased the existing building to accommodate its recent growth and allow for future growth, according to Jennifer Hildebrand, one of the firm’s principals. The company moved from its previous location in Holland.
“We took advantage of the low interest rates and prices in the office market to purchase the building. Our growing business and staff required additional space that will allow for future growth,” Hildebrand said.
The Trust Company has a staff of 18 full-time employees with 10 serving as principals of the firm. It was established in December 1990 by three founding partners, Theodore Hahn, Julie Higgins and David Snavely.
Two other principals, Patricia Jacobs and Lenore Peterson, have been with the company from the beginning, while five other principals have joined the firm in the last 10 years.
Those five principals include F. Michael Bercher, Robert Cabanski, Brian Epstein, Mark Evans and Hildebrand.
Four of the principals serve on the investment management side, five on the trust administrative side and one in operations, said Hildebrand, one of the trust principals.
“The Trust Company was started by some of the best from Toledo’s former premier banks and over time they’ve been joined by an impressive group of younger executives,” said Geoffrey Meyers, chairman of the firm’s board of directors. “Their new headquarters represents a strong commitment to Toledo and serving the investment needs of a variety of organizations and individuals.”
The Trust Company serves a diverse clientele including individuals, businesses from small to large, foundations and multi-employer groups. All accounts have one investment principal and one trust administrative principal on their team, Hildebrand said.
“We interact in a team-oriented environment to identify and develop the best strategies and solutions for each of our clients,” Hildebrand said. “Our highly credentialed and experienced professionals are committed to providing peace of mind for our clients.”
One professional has primary responsibility for managing each client relationship, focusing on the expertise of its staff and other outside professionals to meet the client’s needs. We believe in face-to-face accountability for services provided, Hildebrand said.
The firm’s approach to delivering superior investment performance includes use of its fixed-income strategy that has produced above-average returns for its clients.
That strategy incorporates rate anticipation, sector analysis, and intermediate-term maturities while emphasizing high current income and maintaining risk aversion, according to Bercher.
The firm’s equity philosophy encompasses both active and passive strategies and begins with a comprehensive analysis of professional equity managers, Evans said.
The company has thrived for 20 years with local private ownership and operation. Hildebrand said all of its principals have roots in the Toledo area.
The founders gave the company its name based on their belief that “trust is everything and trust is what we are all about” as stated on its website.
For more information, visit the website www.ttcot.com.