Coronavirus (COVID-19) Update
We know first-hand how important it is to have a trusted and knowledgeable investment and trust advisor. You rely on us for asset preservation, asset growth strategies, long-term financial preparedness, and we take this responsibility seriously. We, in turn, are being guided by the recommendations of the Centers for Disease Control (CDC), the Oklahoma State Health Department and a number of local health officials.
As the situation continues to evolve, we wanted to share with you some of the steps we are taking to protect our clients and our InvesTrust family.
- We’re open for business – Based on guidance we’ve received and increased measures we’ve taken to keep our office and grounds clean and safe, we remain committed to staying open for you.
- InvesTrust has always maintained a comprehensive business continuity plan. We have invested in “state of the art” technology that allows us to be fully functional during a work-at-home mandate. These systems are routinely tested to ensure we experience zero business disruption.
- For the foreseeable future, we are encouraging all client meetings be conducted via telephone. Your investment and administrative team is prepared to provide you all applicable reporting in advance to ensure your tele-conference meeting meets your service expectations.
- We continue to be an agile work environment for our colleagues, creating the safest workspaces that we can, and offering the flexibility they need should they require it.
The InvesTrust family is , well, just that – a family. Our relationship with you is why a message like this is so important to write during ambiguous times. We are committed to serving you in ways that help make life healthier and most meaningful.
Thank you for your trust in us and for allowing InvesTrust to be your advisor.
The Management
InvesTrust Wealth Management
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.