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TrustCore is made up of a select group of independent, high caliber, proven experts with a broad range of financial disciplines. We are always interested in expanding our team with credentialed financial professionals or those working toward completion of their professional designation(s).
TrustCore Professionals Enjoy a Variety of Benefits TrustCore depth of resources enables our professionals to do more in less time. Our resources include: TrustCore Research Division Our in-house research division is staffed by exceptionally qualified professionals with designations including CFP®, CFA® and CIMA®. The depth and accuracy of the information provided by our research division helps TrustCore planners determine which products will meet current and future client needs, and those that best suit each individual client. Broker/Dealer Platform Our relationship with Fidelity Investments/National Financial Services enables our professionals to offer full brokerage services to clients, though products are not limited to those offered by Fidelity. We chose Fidelity based on their position as one of the world's largest providers of financial services, with custodied assets of $1.4 trillion. Through the Institutional Funds Network (IFN), our professionals offer a complete mutual fund marketplace. They can manage an extensive selection of funds and commission structures, including no-load, back-end load and a variety of share classes. IFN includes access to more than 8,000 funds from 350 popular fund companies. In addition, through IFN, our professionals have access to a variety of separate account money managers. Technology We strive to stay abreast of all technological advances that provide our professionals with the information that they need, when they need it. We use the best and most sophisticated financial software to help formulate financial plans and an extensive database to track client information. Planners have access to software such as Morningstar, NaviPlan and the NFS platform. Through our communications software, they can access their computer files and e-mail from anywhere in the world. Communication Tools We continuously work to open new lines of communication with our professionals and our clients. We offer a website where clients can view their account information and read informative articles about current financial issues. Our telephone system provides conference calling, direct telephone lines to each planner and support staff, and voice mail for after hours communication. Support Staff TrustCore is fortunate to have long-term employees of exceptional quality and attitude. Most are licensed, others have earned the designation of CFP®, and all are extremely skilled and proficient. The quality of our staff enables us to produce clients' financial reports in-house, eliminating concerns about quality and accuracy. Someone to "Mind Your Business" When You Are Away Imagine vacations with peace of mind. With the exceptional support staff, team environment and integrity of our professionals, you can rest assured that the care you give to your clients will continue if you are temporarily away. Group Synergy: Exceeding the Limits The uncommon synergy among our professionals enables each one to achieve greater accomplishments and higher levels of success than any could individually. With our unique "team approach", we not only multiply our time, but we access a reservoir of 500+ combined years of knowledge, skills and experience. We draw on the expertise of each other to offer our clients "expert" advice in all areas of comprehensive wealth management. Together, we create the time and resources necessary to provide the very best service to each client. Be Part of a Success Story TrustCore has been in the community for 25 years, and is respected as one of the best. As one of our professionals, you are backed by our reputation of expertise and integrity. The professionalism of our people is unparalleled. You can always take pride in your association with other TrustCore professionals. To Find Out More If you would like find our more about becoming a part of the TrustCore team, click here to send an e-mail, or telephone John Yarborough, our Business Manager, or Mike Wiley, our Director of Business Development, at 377-1177. |