Why Choose Provident Trust Company?
Provident Trust Company understands that there is no one-size-fits-all solution to wealth management. As an independent trust company, we have the power and flexibility to accommodate unique customer needs that don’t fit the ‘cookie-cutter’ approach of many larger organizations. We take the time to understand the particular needs of each customer and then develop realistic objectives and individualized strategies to meet those needs.
Our experience and expertise allow us to provide beneficial strategies to develop, preserve, and transfer wealth. Our staff average over 20 years of experience in their chosen disciplines, many with professional certifications. Our professionals have the authority and the qualifications to offer our customers the answers and solutions they desire.
As a locally owned, independent trust company with a strong capital base we answer only to our customers. We aren’t beholden to the earnings expectations of a larger enterprise. This allows us to provide sensible, objective financial services that meet each customer’s individual needs – a positive for us and our customers.
The majority of our new business comes from referrals. Our clients are highly satisfied and tend to refer their family members, friends, neighbors, and business associates. As a result, we spend less time generating new accounts and more time providing exceptional, personalized customer service.
We combine traditional service values with state of the art research capabilities, equipment, and software such as anytime on-line account access.
We are all here in Omaha. All of our staff works together in the same office. Therefore, we have the unique ability to collaborate easily and effectively together. That helps us to do the right things for our clients at the right time. Larger institutions – with multiple functional and geographic divisions – simply can’t do that as well.
Many of our clients have trusted our affiliated investment advisory firms for their wealth management needs for two generations or more. At Provident Trust Company, we are proud of that heritage and the track record of consistent success across multiple generations. We look forward to serving the future generations of all of our customers.
Our goal isn’t to sell a standardized product or strategy across the largest possible customer base. Instead, Provident Trust Company focuses on providing a higher level of service – a personalized approach that brings together multiple professional disciplines seamlessly and expertly to provide targeted solutions to each customer’s particular needs.