Corporate Trust


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

Today’s corporate and public finance debt markets have become increasingly complex in a regulatory environment that presents an ever-changing landscape. While these forces are at work, issuers still need to secure financing to fuel their growth and often turn to bonds, medium term notes and commercial paper. In doing so, debt issuers recognize the importance of a respected trustee to accept the fiduciary powers to enforce the terms of the bond indenture.

As a provider of trust services for over 60 years, TMI Trust Company understands that investor rights must be protected, that interest and principal payments must be made, and that covenants must be met. Whether bonds are extended, converted or refinanced, or the rate is reset, or amendments need approval, an expert trustee is a valuable asset from initial documentation all the way through to maturity.

For additional information:


Mike Weber, EVP



Tom Caruth, SVP