Trust Co. of Virginia /va
TCV Trust & Wealth Management (formerly The Trust Company of Virginia) is an independent fiduciary and fee-only wealth management firm headquartered in Richmond, VA. Founded in 1993 as Virginia’s first independent trust company, it manages assets and delivers trust administration, estate services, and wealth management services to individuals, families, endowments, and foundations with a strong focus on objective advice, competitive results, and personal service. The company employs around 57 professionals dedicated to a client-centered approach operating multiple offices in Virginia and Tennessee.
Investment Strategy
TCV Trust & Wealth Management pursues active wealth and IRA management centered on high-quality equity and fixed income investments, emphasizing personalized solutions tailored to each client's financial goals and changing needs. The firm maintains independence from external influences and operates solely in clients' best interests, with a philosophy built on ongoing client relationships, holistic wealth management, and strict fiduciary standards. Their investment approach is guided by deep client understanding and a family vision rather than just financial returns.
Top Holdings
Equity Positions (223)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.12% | $73.1M | 221,558 | $62.27 | $329.91 | +$9.7M |
M MSFT | MICROSOFT CORP | 5.01% | $59.9M | 115,594 | $31.15 | $517.95 | +$1.6M |
S SPIB | SPDR SERIES TRUST | 3.99% | $47.6M | 1,405,341 | $32.26 | $33.89 | +$3.2M |
V VO | VANGUARD INDEX FDS | 3.82% | $45.6M | 155,398 | $93.80 | $293.74 | +$1.7M |
G GVI | ISHARES TR | 3.77% | $45.1M | 419,430 | $106.08 | $107.44 | +$1.4M |