Barton Peters

Trust Co. of Virginia (TVA) takes an active approach to portfolio management. They focus on high-quality equity and fixed-income investments. When selecting equities, the firm seeks high-quality companies with proven management, above average earnings and dividend growth rates and relatively low market valuations. Companies should have low risk characteristics. TVA monitors holdings regularly to meet valuation, price and risk criteria. They invest significantly in the stocks of US large-cap companies in the energy minerals, consumer non-durables and finance sectors. The firm diversifies through the use of ETFs or mutual funds to complement their core equity class with international, emerging markets, small-cap and real estate assets. For fixed-income, TVA focuses on the selection of attractive sectors in the market. They emphasize positioning average maturities based on interest rate projections. They seek to identify investment grade issues with the potential for improved credit ratings.

Provides investment advice

Functions as a College/University

Functions as a College/University

TCV takes an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after a disciplined approach of research and analysis. All investment opportunities are thoroughly examined to ensure that potential returns are commensurate with the risks taken.