About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9.5 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing 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 offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.
View Top Employees from Diversified TrustWebsite | http://www.diversifiedtrust.com |
Revenue | $38 million |
Funding | $2 million |
Employees | 132 (132 on RocketReach) |
Founded | 1994 |
Address | 6075 Poplar Ave Ste 900, Memphis, Tennessee 38119, US |
Phone | (901) 761-7979 |
Technologies |
JavaScript,
HTML,
PHP
+22 more
(view full list)
|
Industry | Financial Services, Investment Banking, Investment Management, Finance, Trusts and Estates, Financial Advisory and Family Office Services, Institutional Advisory Services |
Web Rank | 5 Million |
Keywords | Wealth Management Products, Trust And Estate Services, Financial Advisory, Institution, Retirement Planning, Family Office, Tax Planning |
Competitors | Clarfeld | Citizens Private Wealth, HBKS Wealth Advisors, Mariner Wealth Advisors, Trust Point Inc., Waldron Private Wealth |
SIC | SIC Code 673 Companies, SIC Code 67 Companies, SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Diversified Trust employee's phone or email?
The Diversified Trust annual revenue was $38 million in 2024.
Sam Graham is the Chairman and Chief Executive Officer of Diversified Trust.
132 people are employed at Diversified Trust.
Diversified Trust is based in Memphis, Tennessee.
The NAICS codes for Diversified Trust are [52, 523, 52393, 5239].
The SIC codes for Diversified Trust are [673, 67, 62, 628].