WealthStages

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

Investment Management

       

TMI Trust Company is pleased to present its newest addition to its investment options, WealthStages Portfolios. Utilizing the highest level of fiduciary standards and an institutional asset allocation approach, each portfolio is an investment solution suitable for investment accounts with varying appetites for risk and return over different time horizons.

Mutual funds or ETFs serve as the foundations for these portfolios, creating flexible investment solutions for clients. With a proven record of success, TMI Trust Company utilizes institutional, lower expense funds and tactical allocation strategies to increase return and/or reduce risk, adding value relative to a static benchmark. This allows clients to meet their investment and wealth objectives at various stages, as their circumstances change over time.

For additional information:


Mark Teichner

Chief Investment Officer

mteichner@tmico.com

414-815-3853