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Home > Financial Services > Stock Brokers > Trustcore Investments, Inc.
Trustcore Investments, Inc.
Trustcore Investments, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Trustcore Investments, Inc. was founded in 1984. Over the years, the company has grown to become one of the largest independent wealth management firms in the state of Tennessee, managing client assets in excess of $650,000,000. From their offices in Brentwood, a suburb of Nashville, they serve clients across the nation. Their approach to financial success begins with a commitment to provide sound financial counsel with integrity. They do not offer house brand products, and their advisors have no production or sales quotas. Their team of over 20 professionals is comprised of proven experts with a broad range of financial disciplines. The uncommon synergy among their group breeds a progressive team environment. They closely monitor financial industry trends and economic conditions to constantly develop innovative new ways to meet the needs of their clients. Carefully planned investment strategy is the key to the success of any financial plan.
TrustCore's financial planners recognize that each individual client has unique objectives, constraints, and time horizons. Therefore, they exercise great diligence in their selection and recommendation of appropriate investments. They do not begin the investment process until they know something about you. They analyze your individual requirement criteria such as performance, tax efficiency, liquidity and market risk. Investment Products Available isMoney Market Funds, Mutual Funds, Stocks, Bonds, Annuities, Real Estate, and Unit Investment Trusts. Investment Services Offered arePortfolio Analysis, Stock Options Analysis and Strategies, Asset Management, Dollar Cost Averaging and Periodic Investments, Retirement Plans: 401k, SEP, Profit Sharing, Money Purchase Pension and Defined Benefit Plans, Traditional and Roth IRAs, 403b Plans.
They assist you and your representatives including personal manager, booking agent and attorney with decisions regarding your business plan, contracts, budgets/financial projections, related analysis and insurance needs.They strive to be on the cutting edge of technological advances, enabling them to provide their clients with the information they need, when they need it. They use the most sophisticated financial software to perform complex calculations, formulate financial plans and maintain an extensive database of clients' financial data. From their website, clients can view their accounts, check stock prices and read articles on a variety of topics.
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