Our History

A modern TRUST COMPANY rooted in more than 60 YEARS of EXPERIENCE.

TMI was founded in 1954 as Trust Management Incorporated, a specialized trust service provider for individuals and organizations. For over 60 years, TMI has provided superior corporate trust services to church and nonprofit bond issues on behalf of individual bondholders.

In 2014, Trust Management Incorporated was purchased by Reliance Financial Corporation whose subsidiary Reliance Trust Company’s church and nonprofit services division is the nation’s largest trustee for church and nonprofit bond issues. The two companies shared similar values that emphasize security, integrity, independence and a commitment to customer service that exceeds expectations. The two entities combined under the new TMI brand, and the resulting company offers the most experienced and knowledgeable leadership and staff in the industry, with nearly 100 combined years of experience as a corporate trustee for church and nonprofit bond issues.

Also in 2014, Reliance Financial Corporation was acquired by FIS Global. Simultaneously with the completion of the acquisition, TMI Trust Company was spun off and once again became an independent trust company.

In early 2016, TMI began expanding its market scope. Building on its extensive history and experience in corporate trust services, TMI hired expert industry professionals to support its growing, full-service corporate trust and agency services business which now reaches corporate and public finance markets, family offices, IRA holders and administrators, and faith based bond issuers.

In July 2017, TMI acquired the trustee and custody services portfolio for the Family Office business from BMO Trust and Custody Services. With offices in Milwaukee, WI and Naples, FL, the group provides fiduciary, accounting and trust tax services for those family offices and investment partnerships.