Security Capital Group

Diversified Trust, based in Nashville, TN, specializes in providing comprehensive financial planning and advisory services for families, individuals, and institutions. Their tailored strategies are built upon understanding client-specific goals, concerns, and objectives, ensuring a focused approach to wealth management and sustainable institutional portfolios. With a seasoned team of professionals, including managing principals and senior associates, Diversified Trust offers a wide range of services, from fiduciary and family office offerings to outsourced CIO solutions for institutions. They emphasize the importance of long-term commitments and advocate for strategies that enrich lives while realizing financial visions. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy