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Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.

At InvesTrust, we give our clients peace of mind and stability. They know we protect their wealth with steadfast professionalism — with ethics and expertise that are not shaken by trends or gimmicks. Our clients trust us. We honor that trust with unique financial plans — plans that are made just for you, plans that are independent, plans that always are sure to exceed your expectations.

Trust us to create a financial foundation for you.

Services

Investment Management

InvesTrust serves as custodian and investment manager for your assets. You receive individual management and tax efficiency on investments.

Trusts

A trust company can serve clients in several ways. The following is a brief introduction to the major investment related services which drive the type of agreement.

Employee Retirement Plans

A retirement plan lets you and your employees contribute to a happy retirement and a secure future. 401(k) plans are quickly becoming the plans of choice for companies of all sizes. These pre-tax retirement accounts have many advantages. InvesTrust can help create the plan to fit your company’s individual needs.

How has tax reform affected the generation-skipping transfer tax?

May 31, 2018
0 Comment
The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million in 2018 (adjusted for inflation in later years). After 2025, the exemption is scheduled to revert to its pre-2018 level and be cut approx
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InnoVue Client Login

Click the login link to access your InvesTrust account information and statements online.

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Retirement Plan Login

Click the login link to access your retirement plan account information and statements.

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Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Monday, Jan. 1 New Year’s Day
Monday, Feb. 19 President’s Day
Monday, May 28 Memorial Day
Wednesday, July 4 Independence Day
Monday, Sept. 3 Labor Day
Monday, Oct. 8 Columbus Day
Monday, Nov. 12 Veterans Day
Thursday, Nov. 22 Thanksgiving
Friday, Nov. 23 Thanksgiving
Tuesday, Dec. 25 Christmas


Newsletter

The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.

Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.