In a word, Flexibility. Advisors work hard to do their best for the client. TCA can help advisors do their best by permitting non standard assets that other Trustees will not permit. TCA is flexible in the use of the advisers and clients choice of custodian or service provider. We currently have relationships with Schwab, TDAmeritrade, LPL, Fidelity and RBC to name a few.
Advisors may someday hope to retire or seal their practice to another Advisor who uses another service provider. Even if a service provider offers Trust services, a service provider who is currently serving as Trustee may not willingly transfer a Trust account to another service provider. TCA is here to serve the client and the financial advisor community.