Trust Co. of Toledo NA /oh/
Trust Company Family Offices (TRUST CO OF TOLEDO NA /OH/) is a regulated trust company and multi-family office headquartered in Holland, Ohio, United States. Founded in 1990, it serves families, businesses, and nonprofit organizations as a national trust bank and investment manager. The firm offers fiduciary services, investment portfolio management, financial and family wealth planning, trust and estate services, and personalized wealth advisory for high-net-worth families. With under 50 employees, Trust Company Family Offices is known for its personalized, independent, and collaborative approach, prioritizing enduring client relationships and the long-term stewardship of clients’ wealth and legacy.
Investment Strategy
Trust Company Family Offices employs an active investment management approach, creating focused portfolios tailored to each client’s values, goals, and risk tolerance. Their strategy emphasizes thoughtful, long-term money management, compounding capital through disciplined adherence to sound investment principles while integrating wealth planning and estate strategies. As a fiduciary, the firm refrains from selling proprietary products and aims for strategies that preserve and grow wealth across generations, addressing both investment and family continuity objectives.
Top Holdings
Equity Positions (774)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 7.84% | $78.2M | 150,986 | $121.12 | $517.95 | +$3.5M |
A AAPL | Apple Inc | 6.70% | $66.9M | 262,608 | $86.48 | $254.63 | +$12.3M |
O ORCL | Oracle Corporation | 3.21% | $32.0M | 113,857 | $47.57 | $281.24 | +$7.3M |
J JPM | JP Morgan Chase & Co | 3.14% | $31.3M | 99,309 | $98.90 | $315.43 | +$2.6M |
N NVDA | NVIDIA Corp | 2.94% | $29.4M | 157,378 | $38.49 | $186.58 | +$5.4M |