Trustcore Financial Services, LLC

TrustCore Financial Services, LLC is an SEC-registered investment advisor established in 1982, based in Tennessee. The firm specializes in providing investment advisory and consulting services to non-profit organizations and private foundations. TrustCore offers Outsourced Chief Investment Officer Services (OCIO) to assist organizations in managing their financial resources, developing investment strategies, and navigating the complex financial landscape. The firm constructs investment portfolios tailored to each organization's unique objectives, risk tolerance, and time horizons. TrustCore offers comprehensive OCIO services, including investment management, cash management, controls review, and investment education for board members. Clients have the option of discretionary or non-discretionary account management, with the firm managing portfolios based on clients' stated objectives and goals. TrustCore's investment strategies include long-term purchases, short-term purchases, and options strategies. The firm does not charge performance-based fees and operates as a fiduciary, placing clients' needs above its own. TrustCore's fee structure includes asset-based fees and hourly or fixed fee arrangements. The firm has a Code of Ethics in place to ensure ethical business conduct and compliance with federal securities laws. TrustCore does not engage in soft dollar arrangements or directed brokerage. Clients have the option to limit the sharing of their personal information, and the firm maintains strict privacy policies to protect clients' data. For more information, clients can contact TrustCore Financial Services, LLC directly.