Investment Approach

The Trust Company of Virginia offers a full range of investment options including equity and balanced portfolios as well as taxable and tax-exempt fixed income portfolios. Our investment management accounts are tailored to each client's specific objectives, risk tolerance and time horizon – factors which determine the client's asset allocation.

Our Investment Strategy

• Portfolios are tax-managed and diversified to limit market risk and provide consistent performance

• Diversification is across investment styles and asset classes
  

• A full range of investment options include:
  • Individual stocks and bonds
  • Mutual funds
  • Exchange traded funds
• We utilize multiple global research sources to:
  • Set strategic asset allocation
  • Determine sector weighting
  • Select securities