Trust Co.
Trust Co is an independent wealth management and investment advisory firm headquartered in Manhattan, Kansas. The company offers a range of investment, fiduciary, and retirement planning services to individuals, families, businesses, and institutions. Trust Co was incorporated in Kansas and provides customized portfolio management and trust administration with an emphasis on long-term client relationships. Specific employee count and founding year are not publicly disclosed, but the firm serves clients primarily in the Midwest region.
Investment Strategy
Trust Co primarily employs a diversified, long-term investment approach, investing clients' assets in a mix of equities, fixed income, ETFs, and mutual funds. The firm customizes portfolio allocations to match each client's risk tolerance, time horizon, and financial goals, focusing on risk management, asset allocation, and steady capital appreciation. Portfolio holdings often include broad market index funds, blue-chip equities, and fixed income instruments, with ongoing rebalancing based on market conditions and client objectives.
Top Holdings
Equity Positions (393)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | iShares Short Treasury Bond Index ETF | 8.64% | $84.5M | 764,455 | $110.22 | $110.49 | +$4.6M |
B BND | Vanguard Total Bond Index ETF | 7.07% | $69.1M | 928,922 | $73.64 | $74.37 | +$16.1M |
A AGG | iShares Core US Aggregate Bond Index ETF | 6.79% | $66.4M | 662,244 | $98.26 | $100.25 | +$2.8M |
V VUG | Vanguard Growth Index ETF | 6.44% | $63.0M | 131,253 | $261.76 | $479.61 | +$4.9M |
V VTV | Vanguard Value Index ETF | 6.04% | $59.0M | 316,403 | $136.98 | $186.49 | +$3.6M |