Overview
Diversified Trust is a prominent employee-owned, comprehensive wealth management firm headquartered in the Southeast United States. Established in 1994, it specializes in a variety of financial services such as investment management, trust and estate services, family office solutions, and institutional advisory services. The firm is notable for its private investment management capabilities and has grown to manage over $11 billion in client assets. The company's reported annual revenue is approximately $34.9 million, with a workforce of around 151 employees.
Operational Footprint
Diversified Trust operates primarily out of the Southeast, with offices in cities including Atlanta, Charleston, Greensboro, Memphis, and Nashville. The firm is recognized as the largest independent trust company headquartered in Tennessee. Recent strategic initiatives include expanding its operational presence in Charleston, indicative of a growth strategy targeting significant market areas across the Southeast.
Key Services
Investment Management
The firm's investment strategies are designed to sustain client financial goals, with an emphasis on tailored portfolio design and trusted guidance. The strategic approach incorporates both traditional and alternative investment solutions aimed at long-term wealth preservation and growth.
Trust and Estate Services
Diversified Trust offers comprehensive services in trust administration, estate planning, and fiduciary oversight. Their expertise allows clients to effectively plan and manage their legacies, ensuring seamless continuity of wealth across generations.
Family Office Solutions
Specialized services designed for high-net-worth families include personalized financial strategies and legacy planning. Diversified Trust enables families to manage complex financial structures and uphold long-term commitments.
Institutional Advisory
The firm provides strategic financial advisory to institutions, leveraging seasoned professionals to construct and manage investment portfolios that align with each institution’s mission and financial objectives.
Leadership Team
- Samuel N. Graham - Chairman and Chief Executive Officer, focuses on corporate strategy and growth. One of the firm’s founding shareholders.
- Kim D. Garcia - Chief Operating Officer and Director of Client Experience. She is crucial in overseeing firm operations and enhancing client interaction.
- Lee Gibson - President, who has previously served as Chief Financial Officer and plays a key role on the Board of Directors.
- Jon Wright - Chief Financial Officer, responsible for corporate accounting and treasury functions.
- Other key principals include Wallace R. Johnson, III, Jason P. Lioon, Eric A. Main, and Robyn A. Hari.
Strategic Positioning
Diversified Trust competes in a densely populated financial services sector, characterized by a mix of large institutions and specialized service providers. Its emphasis on wealth and asset management allows it to maintain a strong market position against competitors offering broader financial solutions. By benchmarking against diverse competitors ranging from local accounting firms to extensive wealth advisors, Diversified Trust is positioned to capitalize on both regional and national growth opportunities.
Competitive Landscape
Diversified Trust's competitive landscape includes a range of companies, highlighting diversity in services and geographic locations. Key competitors include:
- Approved Cash Advance: Leading financial services firm providing short-term financial solutions like payday loans and title loans across nine states.
- LBMC W Squared: Offers comprehensive accounting, tax, and investment planning, primarily in Brentwood, Tennessee.
- Select Management Services: Offers financial management and marketing services, based in Franklin, Tennessee.
- Trust Point Inc.: Provides wealth management, investment, and trust services out of La Crosse, WI, with a focus on customized solutions.
- HBKS Wealth Advisors: Specializes in wealth and asset management for high-net-worth individuals, headquartered in Erie, PA.
Recent Developments
As a forward-thinking organization, Diversified Trust regularly shares insights and expertise through blogs and educational content, aiming to enhance client understanding and satisfaction. Their operational growth and dedication to client success are reflected in ongoing team expansions and leadership promotions.
