Sumner Dalrymple

Senior Associate at Diversified Trust Co.

Sumner Dalrymple

Sumner Dalrymple

Senior Associate at Diversified Trust Co.

Overview
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Assistant Vice President, Wealth Management Services at Truxton Trust Co.

Relationship likelihood: Average

Assistant Vice President at Truxton Trust Co.

Relationship likelihood: Average

Personal Banker at Truxton Trust Co.

Relationship likelihood: Average

Team Leader, Portfolio Management Team at Truxton Trust Co.

Relationship likelihood: Average

Chief Trust Officer at Pendleton Square Trust Company LLC

Relationship likelihood: Average

Former Vice President & Wealth Advisor at Truxton Trust Co.

Relationship likelihood: Average

Senior Vice President & Portfolio Manager at Truxton Corp.

Relationship likelihood: Average

Professional at Pinnacle Advisory Services, Inc.

Relationship likelihood: Average

Associate Wealth Advisor at Truxton Trust Co.

Relationship likelihood: Average

Associate Wealth Advisor at Truxton Trust Co.

Relationship likelihood: Average

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Sumner Dalrymple
Senior Associate at Diversified Trust Co.
Career History
Senior Associate
Current

Diversified Trust Co. (DTC) employs the Endowment Model of investment management. The firm maintains trade-by-trade oversight to ensure that their investment strategies are administered as tax-efficiently as possible without undermining the overall purpose of the investment strategy. Their investment platform is designed to provide broad diversification among asset classes and investment styles. DTC employs a stringent due diligence process and then retains unaffiliated, highly-specialized, institutional investment advisors to manage their proprietary strategies. DTC offers fixed-income, equity and alternative investment strategies. Within the fixed-income class, they invest in short duration bonds, intermediate bonds and tax-exempt bonds. Within the equity class, the firm invests in large-cap stocks, small/mid-cap stocks, international stocks and real estate. Their alternative investments include private equity, hedge funds and private income.

Business Analyst
Tenure Unconfirmed

Truxton Trust Co.'s investment approach begins with the determination of each client's long-term financial and risk tolerance. The firm considers each client's current investment strategy and offers recommendations on they can best meet their financial goals. Nashville Bank & Trust also assists with the titling and structuring of assets to increase potential earnings while minimizing tax obligations.

Other Affiliations

Sumner Dalrymple is affiliated with Diversified Trust Co., Truxton Trust Co.