The Trust Company of Oxford
Home :: Services :: The Trust Company of Oxford
The Trust Company of Oxford (TCO) is a private, independent trust company that provides highly personalized trust and financial advisory services to affluent families and individuals. A wholly owned subsidiary of Oxford Financial Group, the Trust Company of Oxford is uniquely able to offer broad, client focused services combined with accessible and prompt decision making expertise.
We bring total solutions to you by coordinating personal trust matters affecting families with multiple generations. We also offer custody services that include:
- Custody for all marketable securities
- Receipt and daily sweep of all dividends and interest
- Disbursement of income or principal, as requested
- Receipt and automatic reinvestment of cash from securities sales
- Comprehensive annual tax reporting packages
The Trust Company of Oxford is truly independent—we sell no products, have no common trust funds and receive no income from commissions or referral fees. We are a fee-only trust company—accountable only and completely to our clients.
Click a capability or service below for a description: