5 RIA MYTHS ABOUT MODEL-BASED TRADING HOW TRUST COMPANY OF AMERICA CAN HELP Studies show that the most successful RIAs spend a majority of their time on client-facing work. If you’re spending too much time on trading and rebalancing, are you leaving enough time to meet your clients’ needs? Or could you do more to wow them if we gave you back your time? With Trust Company of America (TCA), there’s no need to purchase any additional software to take advantage of all the benefits of model-based trading. All the capabilities are built directly into our RIA technology platform, Liberty. Liberty drastically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Liberty can also rebalance your entire book of business in just minutes.

And as soon as your trades are executed, Liberty automatically reconciles them back to each client account — which is not only more efficient, but also better for compliance and auditing. You can get as granular as you want with which accounts, positions or models you want to trade, as well as how you want to charge your clients. Isn’t it time your technology helped you provide your clients with your best, most current ideas? Find out more at trustamerica.com/ModelMyths or call us at 1-800-955-7808. About Trust Company of America Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support exclusively to RIAs. Since 1972, TCA has been a dedicated champion of RIAs, committed to personally helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for their clients.

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