About Diversified Trust: 
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.

We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.

Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.

Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.

As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.

Our goal is simple - helping our clients focus on what is important to them.

Investment Management

Diversified Trust

Diversified Trust's headquarters in Memphis, TN, United States

This department focuses on managing and enhancing relationships with clients to ensure their needs are met and expectations exceeded.

Client Relations

The Leadership Team at Diversified Trust is responsible for setting the strategic direction and overseeing the firm’s operations, ensuring alignment with client interests and the firm's goals. This team consists of senior executives who collaborate to drive business growth, enhance client services, maintain compliance, and foster a culture of excellence within the company. They play a crucial role in developing innovative wealth management solutions tailored to clients’ unique financial needs and goals while upholding the firm’s commitment to fiduciary responsibility and integrity.

Leadership Team

The Marketing and Branding team at Diversified Trust is responsible for developing and executing strategies to enhance the firm's visibility and reputation in the wealth management sector. This team creates targeted marketing campaigns, manages digital and print communications, and fosters strong relationships with clients and stakeholders. By emphasizing the firm's unique value propositions, they aim to effectively communicate Diversified Trust's comprehensive offerings and commitment to client interests, ultimately driving growth and engagement.

Marketing and Branding

This department provides strategic direction and decision-making at the highest organizational level.

Executive Leadership

The Finance and Accounting team at Diversified Trust is responsible for overseeing the firm’s financial operations, ensuring accurate reporting, compliance, and effective management of client funds. This team collaborates with investment professionals to provide comprehensive financial analysis, enhance operational excellence, and support fiduciary services, ultimately ensuring aligned interests with client priorities and seamless wealth management.

Finance and Accounting

The Client Services and Relationship Management team at Diversified Trust is dedicated to fostering strong, long-term relationships with clients by delivering personalized support and tailored financial solutions. This team works collaboratively to address clients' unique needs, ensuring effective communication and coordination of services, from wealth strategy development to investment management. Their focus is on enhancing client satisfaction and aligning services with clients' financial goals, ultimately helping clients navigate their wealth management journeys effectively.

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Other teams

Leadership Team

Marketing and Branding

Executive Leadership

Finance and Accounting

Client Services and Relationship Management