We invite you to discover the difference that professional money management makes. Our approach to managing money begins with actively managing exposure to risk. We offer a range of investment programs using managed proprietary strategies for individuals, corporations, non-profit institutions, and endowments.
We welcome your questions and appreciate your interest in what Portfolio Strategies offers. To speak with one of our representatives, please call us directly at (800) 959-2001 between the hours of 7:30am and 4:00pm (PST).
News from Trust Company of America
Opt-In by March 31, 2015 to Avoid a Charge of $3.75 per Account per Quarter
Clients with accounts at TCA received the above announcement in a flyer that was mailed with their December 31, 2014 statements.
Click here to see the flyer.
This is TCA’s attempt to get clients to “go green” by receiving their quarterly statements via email instead of snail mail. The flyer contains FAQs and easy to follow instructions for clients to convert to electronic statements. If a client does not convert to electronic statements, he/she will be charged $3.75 per statement mailed, per quarter.
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