Church, Non-Profit and Advisory Services

Services

Corporate Trust, Escrow and Loan Agency Services

Corporate Trust

Bond Trustee

Successor Trustee

Separate Trustee

Registrar

Issuing/Paying Agent

Collateral Agent

Security Agent

Settlement Agent

Fiscal Agent

Disbursing Agent

Escrow Agent

Mergers & Acquisitions

Lease Finance

Project Finance

Capital Raise

Litigation

LC Alternative

Like Kind Exchange

Regulatory

Bankruptcy

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

Fiduciary

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

Investment Management

Florida Bar Trust Accounting (IOTA)

Throughout its history, TMI Trust Company has provided specialized trust, fiduciary and real estate services in areas
where others have been unable or unwilling to meet the needs of certain markets. Some of these areas include trustee and loan agent for tax-exempt, faith based bond issuance and loan pools; funeral and cemetery trust fiduciary; real estate management and brokerage services (offered through TMI Advisory Services, LLC) in bond default situations; and as agent for outsourced loan officer services.

Through its wholly owned subsidiary, Layer37 Solutions, LLC, TMI assists companies and organizations in the areas of information security, risk management, regulatory compliance, and business continuity. Click here to find out more about Layer37 Solutions, LLC.

For additional information:

Church Bonds/Loans

LeAnna Sharp, EVP

lsharp@tmico.com

817-872-2186

Advisory/Realty

Mark Young, President

myoung@tmico.com

678-221-5922

Layer37 Solutions, LLC

Greg Plog, ISO

gplog@tmico.com

678-221-5906