Diversified Trust
Financial Services, 6075 Poplar Ave Ste 900, Memphis, Tennessee, 38119, United States, 51-200 Employees
Phone Number: +16*********
Who is DIVERSIFIED TRUST
About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9.5 billion of client assets under management. Diver...
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Headquarters: 6075 Poplar Ave Ste 900, Memphis, Tennessee, 38119, United States
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Date Founded: 1994
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Employees: 51-200
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Revenue: $50 Million to $100 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6733
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Frequently Asked Questions Regarding Diversified Trust
Answer: Diversified Trust's headquarters are located at 6075 Poplar Ave Ste 900, Memphis, Tennessee, 38119, United States
Answer: Diversified Trust's phone number is +16*********
Answer: Diversified Trust's official website is https://diversifiedtrust.com
Answer: Diversified Trust's revenue is $50 Million to $100 Million
Answer: Diversified Trust's SIC: 6733
Answer: Diversified Trust has 51-200 employees
Answer: Diversified Trust is in Financial Services
Answer: Diversified Trust contact info: Phone number: +16********* Website: https://diversifiedtrust.com
Answer: About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9.5 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.
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