Trust Services and SIMPLIFY
An Uncommon Vision
January 13, 2020
The following was written by Brian Shepler, President and EVP of Client Services, located in Ronald Blue Trust’s national office in Atlanta, Georgia.
As we reach another “decade milestone” in 2020, I am truly humbled as I reflect on the growth we have experienced as a company over the past 10 years. Our team has grown to more than 300 talented associates; total assets under management or advisement are approaching $10 billion; and with the acquisition of two advisory practices during the last year, Ronald Blue Trust now serves clients from 14 branch offices across the country. We joined with Thrivent Trust Company in 2017 and added several new team members and expanded our capabilities to serve as professional trustee, helping clients fulfill their stewardship promises to future generations.
What encourages me most, however, is the incredible growth in clients we have experienced since 2010, now approaching 9,000 individuals, families, and institutions. This growth is a reflection of the work our advisors are doing to provide wisdom and technical expertise for our clients, which is the most important metric our company’s leadership team monitors to confirm we are accomplishing the firm’s mission and vision.
Why do we do this? Because at Ronald Blue Trust, we have an
compared with most financial advisory firms. While we do plan to expand into new markets and pursue growth in traditional corporate financial health indicators, the most compelling aspect of our vision remains centered on helping clients to:
from financial fear, bondage, and conflict
Feel confident in answering the
call to ministry
unity in their communication
about their financial situations thereby making money a non-issue in marriages
Place the trust and confidence of multiple generations
in their Ronald Blue Trust advisor
peace with their investments
being professionally managed to help accomplish their financial objectives so they can focus on other aspects of their lives
Deploy significant dollars
to support Kingdom work around the world
In 2019, we saw very positive macroeconomic results. Equity markets are at or near all-time highs; interest rates have remained low, which provides ample access to capital; and employment rates continue at historically healthy levels. We hope this continues. However, we are acutely aware that those macro factors are irrelevant if the above vision elements are not being experienced at the micro level by individuals and families.
With the recent celebration of our 40th anniversary, I couldn’t be more excited about what lies in store for the next four decades! We are positioned as a trust company with nationwide capabilities and a broad range of bespoke client capabilities, during a pivotal moment in history where the greatest generational transition of wealth since the founding of our nation will occur. For Ronald Blue Trust, we hope that 2020 will bring us a step closer toward our 40-year vision of engaging as many clients as possible on their stewardship journey, helping them experience greater confidence, contentment, and generosity impacting Kingdom work.
Disclaimer: Ronald Blue Trust obtains historical and other information from a wide variety of publicly available sources. The information and material provided is for informational purposes only and is intended to be educational in nature. We have taken reasonable care and precaution to ensure that the information is fair and accurate, or has been compiled from sources believed to be reliable. Nevertheless, we do not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information. The information may not in all cases be current and it is subject to continuous
change. Accordingly, you should not rely on any of the information as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investments, accounting, tax, and legal matters or other matters before taking any action. We shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained here. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimate, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Investing involves risk and the value of your investment will fluctuate over time and you may gain or lose money. Past performance of any security, sector or investment style is not necessarily indicative of future results.