On RIAcast’s 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace.  TCA is an independent RIA custodian.

Josh and Matt discuss, among other things:

  • TCA’s consultative approach;
  • its MMX initiative;
  • TCA’s use of data to advise its clients;
  • the biggest challenges facing custodians;
  • what the next generation of advisors is going to look like; and
  • Josh’s non-profit Bicycles for Humanity.

For more information about TCA, please click here.