Trust Company of Virginia

EST. AUM
$1,000,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Richmond
CRD Number
Website tcva.com
Client types

Overview

The Trust Company of Virginia, based in Richmond, Virginia, has about $1 billion in assets. They have an internal stock portfolio that they manage which tends to be more of a core type strategy, large cap. Outside of that, they utilize outside managers through mutual funds. In some cases they use separate accounts. In the past, they had used LPL, which was also formerly Fortigent, as well for investment recommendations. So, they would have familiarity with managers who were formerly recommended there.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Trust Company of Virginia

Platform Details

Investment Preferences

Alternative Activity

Address

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