Investment Management


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

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’s 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 judgement and in their best interests.

TMI Trust Company’s Discretionary Investment Management and Investment Advisory area provides wealth management and investment management 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 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 TMI Trust’s experience and capabilities in the asset management business. Services are customized to meet the needs of the institution.

For additional information:

Mark Teichner

Chief Investment Officer