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Privacy.
Experience.
Accessible.
Depth.
Integrity.
Trust.

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $5 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans.

"They have extraordinary appeal since they invest their personal assets alongside their clients."
-Retired CEO of international company
"They always keep their word and that speaks to their integrity."
-Past president of the National Association of Estate Planners and Councils
"The investment model is impressive and pure."
-CEO of privately-owned business
"DTC provides the big picture advice I really need."
-Family patriarch & successful entrepreneur
"DTC has the highest standards of integrity which makes me feel safe."
-Second generation beneficiary of a dynasty trust
"I appreciate the personal service and attention I receive from their principals and staff."
-Former senior executive of fortune 500 company
"Privacy is very important to my family and DTC understands and respects that requirement."
-Retired business executive
"They provide dedicated attention from principals who are co-owners of the company & will likely be there long term."
-Leading trusts & estates attorney in large southeastern city