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Asset Management & Trust

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.

When Buying Is Easy, Paying Later Can Be a Problem

Apr 26, 2022

Key Retirement and Tax Numbers for 2022

Apr 26, 2022

ETFs Are Gaining on Mutual Funds: Here’s Why

Apr 26, 2022

Inflation Cuts into Wage Gains

Apr 26, 2022

Four Basic Principles of Financial Literacy

Jan 14, 2022

What a Relief! Congress Acts Against Surprise Medical Bills

Jan 14, 2022

Are You a HENRY? Consider These Wealth-Building Strategies

Jan 14, 2022

Big Boost for Social Security Payments

Jan 14, 2022

Signs of a Scam and How to Resist It

Jul 19, 2021
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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 17 Martin Luther King Jr. Day
Monday, Feb 21 Washington’s Birthday
Monday, May 30 Memorial Day
Monday, Jul 4 Independence Day
Monday, Sep 5 Labor Day
Monday, Oct 10 Columbus Day
Friday, Nov 11 Veterans Day
Thursday, Nov 24 Thanksgiving
Friday, Nov 25 Thanksgiving
Monday, Dec 26 Christmas


Newsletter

  • When Buying Is Easy, Paying Later Can Be a Problem
  • Key Retirement and Tax Numbers for 2022
  • ETFs Are Gaining on Mutual Funds: Here’s Why
  • Inflation Cuts into Wage Gains
  • Four Basic Principles of Financial Literacy

Cameron Enterprises

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.