News Column

Investment Advisors Corp. Adds Trust Company of America’s Custodial Platform to its Suite of Services for Advisors

May 19, 2014



DENVER--(BUSINESS WIRE)-- Trust Company of America, an independent technology and custody provider for RIAs, announced today that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor representatives nationwide.

The new alliance will give IAC advisors access to custody services and Trust Company of America’s single application technology platform, one of the most advanced model-based trading platforms for growth-oriented advisors who utilize model-based trading and who recognize the value of technology to increase operational efficiency and enhance customer experience. IAC advisors will also have full access to Liberty, a fully-mobile technology (web or app) that provides anywhere/anytime access to account information and reports, transforming the way investors and advisors conduct business.

“This partnership elevates our game and enhances what we can do for our advisor clients and their investors,” said Michael Sherzan, President and CEO of Investment Advisors Corp. and chairman of the firm’s parent company, BDFSC Holdings Corp. “More and more, we are seeing strong growth among our independent advisors, and our work with TCA will enable us to put a greater focus on the RIA market.”

Investment Advisors Corp. has seen strong growth in recent years with its team of RIAs who provide fee-based advisory, financial planning and comprehensive asset management services to individuals, corporations, endowments, foundations, high net-worth investors and other clients. As a privately-owned registered investment advisor (RIA), the firm prides itself on providing advisors with the comprehensive support and tools they need to help their clients achieve their financial goals.

IAC is also championing new initiatives internally to improve work flow and efficiency throughout the organization through the Baldrige Performance Excellence Program. TCA has embarked on a similar effort using Lean Six Sigma, a management strategy born in the 1980s to help drive increased process improvement.

“We are excited about this alliance with Investment Advisors Corp,” said Josh Pace, Senior Vice President of Business at Trust Company of America. “We share a similar vision and values, and our technology platform and hands-on consultative services for advisors can help IAC’s IARs achieve exponential growth in their businesses.”

About Trust Company of America

Trust Company of America is the only independent RIA custodian offering fully integrated, real-time technology and back office services built exclusively for RIAs. Headquartered in Colorado, TCA has been helping RIAs optimize their portfolios by improving the scale, efficiency and sophistication of their trading for nearly 20 years. For more information, please visit www.trustamerica.com.

About Investment Advisors Corp.

Since 1996, Investment Advisors Corp. (IAC) has supported investment advisor representatives in their service of the diverse financial planning and investment management needs of their clients. Headquartered in West Des Moines, Iowa, IAC is currently registered in 47 states and the District of Columbia. Our experienced home office team currently supports more than 120 advisors. For additional information, call (800) 352-5634 or visit www.investmentadvisorscorp.com.




For Trust Company of America

WalekPeppercomm

Morrison Shafroth, 720-470-3653

mshafroth@peppercomm.com

or

For Investment Advisors Corp.

Investment Advisors Corp.

Deb Jackman, 515-727-6718


Source: Trust Company of America


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