Company Overview

The Trust Company of Toledo N.A. is a privately owned investment manager. The firm also provides fiduciary, trust, and estate planning services to its clients. It provides its services to individuals, foundations, Taft-Hartley plans, businesses, and multi-employer groups. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets of the United States. The firm typically invests in large-cap core stocks to create its equity portfolios. It also invests in mutual funds. The firm employs a fundamental analysis to make its equity investments. It makes its fixed income investments in U.S. treasury notes, government securiti...

The Trust Company of Toledo N.A. is a privately owned investment manager. The firm also provides fiduciary, trust, and estate planning services to its clients. It provides its services to individuals, foundations, Taft-Hartley plans, businesses, and multi-employer groups. The firm manages separate client-focused equity and fixed income portfolios. It invests in the public equity and fixed income markets of the United States. The firm typically invests in large-cap core stocks to create its equity portfolios. It also invests in mutual funds. The firm employs a fundamental analysis to make its equity investments. It makes its fixed income investments in U.S. treasury notes, government securities, and investment grade corporate obligations with intermediate term maturity. The firm uses external research to complement its in-house research. It typically makes socially responsible investments. The Trust Company of Toledo N.A. was founded in 1990 and is based in Holland, Ohio.

Key Executives for The Trust Company of Toledo N.A.

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