The Trust Company

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The Trust Company The Trust Company offers independent, fee-only financial services for individuals, families, businesses and non-profits.

The Trust Company is a locally owned and managed investment and trust administration firm with offices in the Manhattan, KS, Columbia, MO, Lawrence, KS, and Marysville, KS areas. The Trust Company has grown significantly since its formation in October 1992 and currently manages portfolios for approximately 1400 clients across the U.S., with more than $1.6 billion in assets under management. The Trust Company's services include investment management, financial planning, retirement plan administration, trust administration, charitable gift planning, and estate management and settlement. Our clients include businesses, nonprofits, individuals, and families--often representing several generations of satisfied clientele. The Trust Company covets its position as an independent enterprise and fee-only advisor. This independence enables us to align our interests with those of our clients, as well as provide objective advice and flexible services uniquely suited to our clients' needs.

The scariest financial horror stories are the ones that could have been avoided. 🎃🕷️And sometimes, the warning signs sou...
10/31/2026

The scariest financial horror stories are the ones that could have been avoided. 🎃🕷️

And sometimes, the warning signs sound a little like this...
😱 “My retirement is riding on the performance of one stock.”

😱 “My estate plan? I haven’t looked at that since the kids were little.”

😱 “Retirement is getting closer...I should probably figure out what my income will actually look like.”

😱“My beneficiaries? I’m pretty sure those are still right.”

Feeling spooked yet? Luckily, a little planning can help keep these from becoming your financial horror story. Don’t let your finances come back to haunt you!👻

You may have heard of an UTMA account, but what exactly is it and how does it work?UTMAs give families a flexible way to...
10/30/2026

You may have heard of an UTMA account, but what exactly is it and how does it work?

UTMAs give families a flexible way to invest for a child, but there are a few things to understand along the way, including taxes, how the money can be used, and when the child takes control.

We break it all down in our latest blog article linked below👇:

UTMA accounts have long been a popular way to save and invest for children, but many families are still unsure how they work and whether they make sense for their goals.An UTMA (Uniform Transfers to Minors Act) account is a custodial account that allows an adult to make an irrevocable gift to a chil...

With the third quarter of 2026 behind us, we’re taking a look at how the markets performed and what may be ahead.Read ou...
10/29/2026

With the third quarter of 2026 behind us, we’re taking a look at how the markets performed and what may be ahead.

Read our Q3 Market Update for a recap of the quarter and the trends we’re watching moving forward. 🔗⬇️

Market Performance & Trends

A big congratulations to Grace Mlynek on passing the Kansas Bar Exam! 🎉Way to go, Grace! We are proud of you and all the...
10/28/2026

A big congratulations to Grace Mlynek on passing the Kansas Bar Exam! 🎉

Way to go, Grace! We are proud of you and all the hard work that led to this accomplishment!

Last week, our Financial Planning team enjoyed being back at K-State for the PFP Professional Connections Event! With al...
10/22/2026

Last week, our Financial Planning team enjoyed being back at K-State for the PFP Professional Connections Event! With all four team members being alumni of the program, it was a great day to reconnect and meet current PFP students.

We wrapped up our staff retreat with a little extra celebrating! 💍🤍Two of our own are getting ready to say “I do!” Katel...
10/16/2026

We wrapped up our staff retreat with a little extra celebrating! 💍🤍

Two of our own are getting ready to say “I do!” Katelyn Levesque will be getting married at the end of this month and Marlea Harlan is tying the knot in December!

Congratulations to you both as you get ready for such an exciting next chapter!

Last week, we had the opportunity to bring team members from all of our offices together for our staff retreat. It was a...
10/15/2026

Last week, we had the opportunity to bring team members from all of our offices together for our staff retreat. It was a chance to step away from our normal routines, learn together and enjoy having everyone in one place.

A special thank you to Emily Lehning with Roots & Legacies Consulting, Inc. for leading us through the day. We appreciated the conversations, perspective and time together!

All locations will be closed to the public on Monday, October 12th. Staff will still be available via email & business o...
10/09/2026

All locations will be closed to the public on Monday, October 12th.
Staff will still be available via email & business operations continue as usual. Thank you for your understanding!

There can be a lot to understand when managing and transitioning trusts.Our goal is to make sure clients know what’s hap...
10/08/2026

There can be a lot to understand when managing and transitioning trusts.

Our goal is to make sure clients know what’s happening and have a team they feel comfortable turning to with questions. We appreciate this client sharing their experience with our Lawrence office!

All offices will be closed tomorrow, Thursday, October 8, while our team gathers for an off-site staff retreat.We look f...
10/07/2026

All offices will be closed tomorrow, Thursday, October 8, while our team gathers for an off-site staff retreat.

We look forward to a day of learning, collaboration, and connection with our team. Thank you for your understanding!

🌟 Holiday Closure Alert! 🌟In honor of Labor Day, our office will be closed on Monday. We hope you enjoy a relaxing holid...
08/30/2024

🌟 Holiday Closure Alert! 🌟

In honor of Labor Day, our office will be closed on Monday. We hope you enjoy a relaxing holiday! We'll be back on Tuesday, ready to assist you with all your financial needs.

Have a great Labor Day weekend! 🎉

Our office will be closed on Tuesday and Wednesday as our team participates in an offsite staff retreat. These retreats ...
08/26/2024

Our office will be closed on Tuesday and Wednesday as our team participates in an offsite staff retreat. These retreats are invaluable for fostering collaboration, innovation, and strengthening our commitment to providing the best service to our clients. We appreciate your understanding and look forward to serving you when we return!

We were thrilled to partner with Sage Culture Co. this week to host a workshop on "Giving & Receiving Feedback" at our C...
04/05/2024

We were thrilled to partner with Sage Culture Co. this week to host a workshop on "Giving & Receiving Feedback" at our Columbia office! Investing in the professional development of not only our employees, but of our community is vitally important to us.

So glad we could be a part of this great event again this year! First Chance for Children does amazing work!
05/07/2019

So glad we could be a part of this great event again this year! First Chance for Children does amazing work!

We're proud to support this event and all that it stands for. Congratulations to all the nominees and honorees! Thank yo...
05/03/2019

We're proud to support this event and all that it stands for. Congratulations to all the nominees and honorees! Thank you, Women's Network - Columbia Chamber of Commerce!

02/27/2019

Our wonderful Columbia, MO team at last night’s Columbia Business Times awards ceremony and reception. Polly Wilson Reynolds was recognized as a finalist in the finance category. It’s inspiring to be among such phenomenal women!

What a wonderful event! We still haven't been able to wipe the grins off our faces, over our dear Kari receiving the Eme...
06/29/2018

What a wonderful event! We still haven't been able to wipe the grins off our faces, over our dear Kari receiving the Emerging Professional of the Year Award! Thank you, Columbia Chamber!

The 2017-2018 program year featured a lot of unprecedented events, accomplishments and programs. The Annual Membership Dinner was held on June 19, 2018. During the event, the Chamber celebrated the successes of the 2017-2018 program year, recognized the out-going board chair, members of the board, and all committee chairs. The winners of awards were also announced:
Debin Benish Outstanding Businesswoman Award - Lindsay Young Lopez, The Food Bank for Central & Northeast Missouri
George & Nadine Trial Ambassador of the Year Award - Kerrie Bloss, Boys & Girls Clubs of Columbia MO
Emerging Professional of the Year Award - Kari Vogt, The Trust Company
Outstanding Citizen of the Year Award - Bob Roper

Thank you to our sponsors: Presenting and Print Sponsor Shelter Insurance; Design Sponsor Visionworks Marketing Group; Supporting Sponsors Brown Willbrand, PC and KOMU 8 & Mid-Missouri's CW; Awards Sponsor Dsport Graphics; Location Sponsor University Club and University Catering & Event Services; Decorations Sponsor A1 Party & Event Rental; Video Sponsor The Evoke Group; Entertainment Sponsor Provision Living at Columbia; A/V Assistance Sponsor Midwest Computech

We had a lot of fun! Thanks for allowing us to host such a great group of people!
06/18/2018

We had a lot of fun! Thanks for allowing us to host such a great group of people!

April 5, 2018 Seminar at Showcase COMO: "Winning Well - Mastering the Art of the Tough Conversation."
04/06/2018

April 5, 2018 Seminar at Showcase COMO: "Winning Well - Mastering the Art of the Tough Conversation."

Address

4210 Philips Farm Road, Ste 109
Columbia, MO
65201

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+15738767000

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