Everence Trust Company is a large advisory firm based in Goshen. It manages $1.65 billion of regulatory assets for 4,247 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, California, and 25 other states.
Everence Trust Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, educational seminars and workshops, and administrative services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Everence Trust Company is $1.65 billion. The firm's AUM has grown by 155% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Everence Trust Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Rodney D Diller is pension and profit sharing plans with 90 clients and $580.25 million of assets under management. Among the 10 most similar advisory firms, Everence Trust Company has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.65 billion for 4,247 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Everence Trust Company doesn't advise any private funds.
The company employs 80 people that are either part- or full-time employees. 74 percent of the employees work as investment advisers or researchers. 59 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Rodney D Diller has been acting as President since 1 May 2001. David Thomas Warren joined the executive team most recently as the Vice President.
The principal office where Everence Trust Company performs its advisory services is located at 1110 North Main Street, Goshen, IN 46528 The mailing address of the firm is Po Box 483, Goshen, IN 46527. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 574-533-9511 or by fax 574-533-5264. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at everence.com.