Diversified Trust

Diversified Trust is a wealth management firm that helps to manage financial complexities to keep long-term commitments on track. The firm offers extensive OCIO services to its institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. Their clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. Diversified Trust customized solutions can help address issues such as maximizing the transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping, and document management, and family dynamics consulting. Diversified Trust was established in 1994 and is headquartered in Memphis, Tennessee, USA.