Adhere to the highest ethical and regulatory standards, guided by our clients’ best interests.
About Us
OUR MISSION
Pendleton Square’s mission is to guide generations forward to protect and sustain family legacies.
OUR VISION
Pendleton Square’s vision is to be the premier independent trust company serving families and advisors with a client-centric approach, technical expertise, best-in-class technology, and the advantages of a Tennessee situs.
Values
Integrity.
Compassion.
Listen to seek understanding, treat others with dignity and respect. Empathize and seek to serve others with a caring heart.
Excellence.
Strive to be the best at what we do while seeking to exceed client expectations.
Leadership.
Pursue creative solutions and employ innovative technology in all aspects of our business.
Independence.
Deliver conflict-free stewardship, protection, and objectivity for our clients.
Trust.
Work unceasingly to create enduring relationships founded on trust, respect, and loyalty.
