About PTC

The trusted solution for families, institutions and financial professionals.

Our focus is on building strong relationships.

We know this requires more than deep knowledge, experience, talent, and education. It requires dedication to providing consistently high-quality service at every level of our operations and administration, and a steadfast commitment to excellence and our governing principles:

  • Honesty
  • Integrity
  • Objectivity
  • Transparency
  • Personal Responsibility

Why Partner With PTC?

Our Unique Model

  • Offering maximum flexibility, working with clients and their financial advisors. Choose to work exclusively with your financial advisor, or work collaboratively with the full expertise of the PTC team.
  • Integrating seamlessly into your wealth management team, PTC keeps the process of delivering key communication and statements running smoothly between clients and professional advisors.
  • Helping clients develop written investment policy statements so all parties have a clear and consistent understanding of goals, objectives and guidelines for the trust.
  • Accounts are reviewed regularly and investment policies are revised to reflect changes to the portfolio, client circumstances and financial markets.
  • While state laws govern the construction and validity of a trust, PTC administers many trusts under Ohio law due to its consistent, fair and flexible legal and tax environment.

Our People

  • Experienced and knowledgeable trust officers bring backgrounds in law, accounting, banking, investment management, tax and business.
  • Trust officers are friendly, discreet, and sensitive to family dynamics.
  • A team of trust officers and trust specialists are available to you and your financial advisor when you need them.
  • An organizational commitment to excellence, integrity, transparency, and collaboration permeates all levels of the organization and governs all actions and interactions.

Our Scale & Resources

  • Chartered as a national bank, PTC is devoted solely to trust services for families.
  • PTC provides trust services in all 50 states.
  • Regulated and examined by the Comptroller of the Currency, audited by independent auditors and bonded to protect your assets.
  • As a subsidiary of LPL Financial Holdings, Inc. we are backed by substantial resources and a long-term commitment to independent financial advisors and their clients.