Corporate Trust, Escrow and Loan Agency Services


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

TMI Trust Company is a top-quality provider of trust, escrow and agency services to both the corporate and public finance markets in the US.

Our expertise and our agility enable us to tailor a solution for clients depending on their needs and do so in a manner that does not cause delays in the closing process.

Whether a public or private company, government agency or municipality, tax-exempt entity, or financial services or asset management company, we are prepared to apply our commitment to client service to your transaction.

For additional information:


Mike Weber, EVP



Tom Caruth, SVP