Institutional Investment Management

Business professionals and affluent investors have limited time to closely monitor economic and market trends, and prefer to delegate investment decision making to trusted advisors. TMI Trust Company fiduciary based institutional process, in combination with the insightful market expertise delivered by experienced executives, provides discerning clients with the reassurance their assets are being managed with professional judgment and in their best interests.

TMI’s Agency Investment Advisory provides wealth management and investment services to corporations, retirement plans, foundations, endowments, individuals, and personal trust relationships.

TMI provides institutional quality solutions to its clients including asset allocation, individual equity and fixed income separate account management, and customized investment solutions.

Strategies employed include WealthStages® risk weighted asset allocation portfolios, utilization of open architecture,best in class third party mutual funds and/or ETFs, and separate account equity and bond portfolios.

Outsourced CIO and investment consulting services are provided to intermediary financial institutions, leveraging this experience and capabilities in the asset management business. Services are customized to meet the needs of the institution.

Structures

  • WealthStages

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