TMI Advisory Services, LLC


Corporate Trust, Escrow and Loan Agency Services

Corporate Trust

Bond Trustee

Successor Trustee

Separate Trustee


Issuing/Paying Agent

Collateral Agent

Security Agent

Settlement Agent

Fiscal Agent

Disbursing Agent

Escrow Agent

Mergers & Acquisitions

Lease Finance

Project Finance

Capital Raise


LC Alternative

Like Kind Exchange



Segregated Funds

Loan Agency

Loan Agent

Collateral Agent

Administration Agent

Term Loans

Revolving Credit Lines

Mezzanine Loans

Capital Leasing

Bi-lateral Loans

Club Deals

Broadly Syndicated

IRA and Custodial Services

Alternative Asset Custody

Trade Settlement


Records Management

Safekeeping of Assets

Traditional, ROTH, SEP, and Roll-Overs

Coverdell Education Savings Account

Fiduciary Services For Investment Partnerships And Family Offices

Partnership Asset Custody

Partner Interest Custody

Monthly Valuation (NAV)

Income Allocations

Unit Purchase Processing

Unit Sale Processing

Accounting-GL Integration

Partnership Accounting

Collect/Distribute Income

Full Accrual System

Church, Non-Profit and Advisory Services

Life’s harsh reality is that those who have experienced the most difficult situations (defaults, bankruptcies and foreclosures) have a greater understanding as to how to set their clients on a path for success, and to work to prepare for shifts in markets and certain mistakes made in every day management.

The Professional Advisement service represents a management model whereby TMI acts as a leadership, structural and management advisor for our clients.

Since the market turmoil of 2008, TMI, as a trustee, has experienced first-hand the difficulties churches have faced. TMI has seen churches succeed and fail due to circumstances that can be overcome with proper financial structure, guidance and leadership. Where churches have allowed guidance from our leadership team at TMI, they have overcome and persevered through the difficulties that come with real-life market reversals. Our team has a tremendous amount of experience with all real estate matters involved in finding church properties, obtaining third party financing for church projects and selling existing properties.

For additional information:


Mark Young, President


Advisory Services