Trust Company of America Lands Matson’s Money

By Diana Britton,

Mark Matson, CEO and founder of Matson Money, a Scottsdale, Ariz.-based RIA, is in the process of moving his firm’s $7.6 billion in client assets from Schwab Advisor Services to Trust Company of America. Joshua Pace, president and CEO of TCA, cites his firm’s non-competitive nature, modular technology and one-to-one service model as the top reasons Matson made the wholesale move over.

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