Trust Co. of Tennessee
The Trust Company of Tennessee is a state-chartered trust company founded in 1987 by Sharon J. Pryse and headquartered in Knoxville, TN. The firm offers comprehensive wealth management, corporate retirement, and personal trust services, serving individuals, families, business owners, nonprofits, and charities. With over 85 employees and more than $4 billion in assets under management, the company operates offices in Knoxville, Chattanooga, and the Tri-Cities region, providing their services through a highly credentialed and team-based approach.
Investment Strategy
The Trust Company of Tennessee offers integrated financial planning, fiduciary trust administration, customized investment management, and full-service corporate retirement plans. They operate strictly as a fee-based, independent fiduciary, aiming to provide objective advice always in the client's best interest. The firm's strategy focuses on long-term wealth preservation, succession planning, and holistic solutions for individuals, families, nonprofits, and business owners—leveraging deep expertise in estate planning, retirement plan management, and family office services. Investment portfolios are tailored to client-specific goals and risk tolerances, using a disciplined and diversified approach incorporating both internal expertise and collaboration with external advisors such as attorneys and CPAs.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | Invesco S&P 500 Equal Weight ET | 31.15% | $147.7M | 778,774 | $174.66 | $189.70 | +$17.3M |
V VUG | Vanguard Growth Vipers ETF | 23.99% | $113.8M | 237,227 | $377.21 | $479.61 | +$10.3M |
V VTV | Vanguard Value Vipers ETF | 19.00% | $90.1M | 483,188 | $160.26 | $186.49 | +$5.7M |
U USRT | IShares Core US REIT ETF | 13.43% | $63.7M | 1,084,369 | $53.62 | $58.72 | +$7.3M |
V VOO | Vanguard Index Fd S&P 500 ETF | 11.60% | $55.0M | 89,866 | $503.23 | $612.38 | +$4.4M |