Trust Company’s equity philosophy is founded on the premise that common stocks have been and will continue to be superior growth investment vehicles for investors with a long-term horizon.
The majority of your stock portfolio will typically be invested in individual stocks of larger, financially strong, market-leading companies. We consider these investments to be the core part of an equity portfolio.
For diversification purposes, we typically invest a portion of your stock portfolio in equity mutual funds to add exposure to other important sectors of the market such as smaller companies (small-cap) and international stocks. These mutual funds, all non-commission, give you broad diversification and access to managers who specialize in specific sectors of the market.