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Diversified Trust Company

EST. AUM
$6,500,000,000

CONTACTS
14

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website diversifiedtrust.com
Client types

Overview

Diversified Trust is a $6.5B RIA/MFO primarily based in Atlanta with offices in Greensboro, Nashville, and Memphis. The client base includes high net worth individuals and institutions. Sam Fraundorf is the CIO and leads the investment team and approach. Neel Gammill leads the internal municipal bond strategy they run as also has oversight for any outside managers in the fixed income/credit space. Jason Wheat also works with Neel on the fixed income strategies both internal and externally managed. Jason Lioon is Deputy CIO and leads the due diligence for equity strategies. Within equities, Diversified Trust creates commingled funds exclusively for their clients and allocates to underlying sub-advisors via separately managed accounts, which is the primary opportunity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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