Diversified Trust Co.
Diversified Trust Company is a comprehensive trust and wealth strategies firm headquartered in Memphis, Tennessee, with additional offices in Atlanta, Nashville, and Greensboro. Founded in 1994, it is 100% employee-owned and offers integrated fiduciary, financial advisory, investment, and family office services. The firm serves individual and multi-generational families, family-owned businesses, single-family offices, private trust companies, foundations, and endowments. With over 90 employees, Diversified Trust specializes in customized solutions for complex wealth management needs and is known for its collaborative approach and conflict-free, fiduciary model.
Investment Strategy
Diversified Trust Company provides integrated and customized wealth management, investment advisory, trust administration, estate and tax planning, and business advisory services. Their investment approach is holistic, tailoring strategies to the specific needs and goals of each client. The firm focuses on fiduciary responsibility, independent advice, conflict-free recommendations, and managing multi-asset class portfolios for both individuals and institutions, including foundations and retirement plans. All client assets are held with independent third-party custodians and the firm employs a disciplined, proven investment process guided by decades of experience across investment, legal, tax, and philanthropic disciplines.
Top Holdings
Equity Positions (931)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.12% | $506.9M | 827,713 | $301.53 | $612.38 | +$51.7M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.39% | $319.8M | 4,481,475 | $53.59 | $71.37 | +$32.3M |
C COKE | COCA COLA CONS INC | 3.42% | $171.3M | 1,462,267 | $109.64 | $117.16 | +$8.0M |
A AAPL | APPLE INC | 3.35% | $167.8M | 658,931 | $120.81 | $254.63 | +$35.3M |
N NVDA | NVIDIA CORPORATION | 2.55% | $127.8M | 684,787 | $47.71 | $186.58 | +$25.9M |