Trust Company of Vermont

Rutland, Vermont

Call (802) 776-9400 Visit website →

About

Trust Company of Vermont is an independent, employee-owned fiduciary firm based in Rutland that provides investment management, trust administration, estate planning, and retirement solutions to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using modern portfolio theory and direct security ownership to minimize fees and tax impact, with guidance from a ten-member Trust Investment Committee. Its team includes professionals with credentials such as CFP® and CFA designations, and the firm integrates investment, tax, and estate planning services to support clients' long-term objectives.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No
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