Wealth and IRA Management

We take an active approach to managing investments including IRA rollovers, focusing on high-quality equity and fixed income investments. Securities are selected after applying a very disciplined approach of research and analysis. All investment opportunities are carefully studied to ensure that potential returns are commensurate with risks taken. We believe our application of this disciplined and consistent process will result in returns exceeding stock and bond indices over market cycles.

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

Click here to view our Investment Services Fee Schedule

Access Your Entire Financial Picture From Our Mobile App

TCV Trust & Wealth Management offers the best-in-class personal finance Wealth Access tool that allows you to securely look at your total wealth, balance sheet, cash flows, and asset allocation.

This advanced portal allows you to store all account information in one place. Benefits include: customized report generation, a document vault, and alerts that notify you if your asset allocation is unbalanced, funds are transferred out of an account, or a deposit is made to your account.

View Our Mobile Personal Finance App to learn more.

A trust is not required to utilize our investment expertise.

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Trust and Estate Services

Our focus is threefold: to preserve capital, to manage its growth, and to transfer that capital from one generation to another.  Our services are tailored in response to specific client needs. As a fiduciary, we are held to the highest standards of accountability and professionalism.

Trust Services

Trust services are a core element of our business. The firm acts as trustee or co-trustee, or as an agent for trustee, to assure reliable trust administration. Fiduciary services include:

  • Investment Management
  • Custody of trust assets
  • Detailed reporting to beneficiaries and co-trustees
  • Prepare trust tax returns

Click here to view our Trust Management Fee Schedule

Estate Administration Services

In serving as executor or personal representative, or as agent for either, we provide the following services:

  • Collect and secure estate assets
  • Appraise estate assets
  • Notify creditors and pay debts
  • Collect monies owed the estate
  • Manage estate assets (real estate, securities, family-owned business)
  • Keep detailed records of all transactions
  • Submit records to beneficiaries and probate court
  • Choose tax year for the estate
  • Complete and file income and estate tax returns

Click here to view our Estate Administration Services Fee Schedule

Directed Trustee Services

Directed trusts provide flexibility on the investment management of trust assets. These special trusts allow the trustee to have a partnership with an outside investment advisor. This advisor creates and implements the investment strategy for the trust. TCV offers trust management to suit a variety of needs and client goals. We can assist with custodial and fiduciary services while supporting the investment advisors role.

Click here to view our Tennessee Directed Trustee Services Fee Schedule

Click here to view our Virginia Directed Trustee Services Fee Schedule

Securities Backed Line of Credit

Strategic Borrowing to Preserve Client Wealth

With The Bancorp Securities Backed Line of Credit (SBLOC) in place, cash needs can be met without disrupting a carefully constructed investment plan.

The Bancorp SBLOC is an interest-only revolving credit line that can provide clients with timely liquidity for life’s needs.  Based on the value of nonretirement-invested assets held in an investment portfolio at TCV Trust & Wealth Management, the SBLOC can offer cost-efficiencies when compared to selling-off portfolio assets or taking out conventional loans.

Using The Bancorp TALEA® loan automation platform, you will experience a streamlined application and underwriting process that can decrease the time to funding. Learn the benefits of The Bancorp SBLOC.

Contact Us to find out more about this service.
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Disclaimers:  Collateral-based loans offered through The Bancorp Bank (“Bank”) cannot be used for the purchase of securities or to pay off a margin loan that was used to purchase securities. Collateral-based borrowing may not be suitable for everyone. Clients should consult with their financial professional about any associated risks; and consult with a tax advisor for tax-related matters and an attorney for legal matters. The Bank does not provide investment, tax, or legal advice.

The Bancorp and TALEA are federally registered trademarks of The Bancorp, Inc.

Creating Value Through Trust

TCV Trust & Wealth Management