Trust Co. of the South
Trust Company of the South is an independent, employee-owned trust company founded in 1992 and headquartered in Greensboro, North Carolina. The firm provides investment management, wealth planning, and fiduciary services to high-net-worth individuals and institutions. It is known for its long-term perspective, fiduciary commitment, and transparent, client-first approach. With offices in Greensboro, Raleigh, and Charlotte, the firm has a team of about 25-29 employees serving families and institutions primarily across North Carolina and the Southeast.
Investment Strategy
Trust Company of the South employs a long-term, forward-thinking investment strategy focused on building, protecting, and preserving wealth for families and institutions. Their approach emphasizes integrated planning and transparent management, with all client relationships managed in a fiduciary capacity. The firm is compensated solely by clients, avoiding conflicts of interest inherent to many traditional broker-dealer models. Investment strategies are tailored for each client and emphasize intergenerational legacy, risk management, and holistic wealth solutions.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL U.S. TARGETED VALUE | 17.18% | $103.6M | 1,779,073 | $53.96 | $58.21 | +$6.7M |
D DFUV | DIMENSIONAL U.S. MARKETWIDE VAL | 13.14% | $79.2M | 1,771,785 | $40.76 | $44.69 | +$3.7M |
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 | 8.39% | $50.6M | 1,311,123 | $32.16 | $38.57 | +$3.6M |
V VOO | VANGUARD S&P 500 | 5.77% | $34.8M | 56,762 | $497.19 | $612.38 | +$2.7M |
D DFIC | DFA DIMENSIONAL INTL CORE EQUIT | 5.51% | $33.2M | 1,012,673 | $28.15 | $32.79 | +$2.5M |