History of Independence Trust Company

Independence Trust Company opened in 1997 to offer an alternative to existing trust providers and converted to a national charter in 2004. As a stand alone, we are unaffiliated with any brokerage firm, bank, insurance company, or other financial services firm. This structure was key to our formation, differentiates us from our competition, and is worn proudly in our name. It enables us to make every decision based solely on what is best for our clients. Here, trust is a verb and independence is a way of life.

This founding created a company with the scope to look at broad financial situations for clients rather than selling a solution to only a part of their problems. The services we provide for our clients may include investment management, communication, coordination with other advisors, reporting, holding assets, paying bills, serving as an unbiased advisor, and acting as a fiduciary. For some clients we provide all of these services, while other choose one or more to meet their needs.