Diversified Trust

A Foundation Built on Trust

Diversified Trust has offices in Atlanta, Greensboro, Memphis and Nashville, and manages over $5 billion in client assets. The wealth management industry is often characterized by high turnover of service personnel, complications due to mergers, a general lack of responsiveness, inadequate investment management options, and excessive charges. A unique combination of characteristics at Diversified Trust offers an alternative to the traditional options.


 

Local Focus

  • Our Principals are long term residents of their communities
  • We serve on boards of numerous civic, educational and religious institutions

Privately Owned

  • 100% owned by employees
  • No affiliations with outside organizations
  • Our ownership enhances the likelihood of service continuity to clients
  • Our incentives are aligned with our clients

Select Clientele

  • Individuals & Multi-Generation Families
  • Foundations & Endowments
  • Family Owned Businesses
  • Single Family Offices
  • Retirement Plans

Interdisciplinary Professional Backgrounds

  • Investment Management & Consulting
  • Trust & Estate Administration
  • Estate & Tax Planning
  • Family Owned Business Advisory
  • Foundation & Endowment Management
  • Retirement Plan Management
  • Investment Banking

Independent Trust Company

  • Full Trust Powers
  • Alternative to bank and brokerage firm trust departments

Safety and Soundness

  • Regulated Trust Company
  • All client assets held at third party custodians
  • Independent audits by KPMG
  • Fiduciary insurance coverage