
Legal and Privacy Notices
Effective January 13, 2025
InvesTrust Wealth Management, LLC understands that privacy and regulatory compliance is an important issue for all consumers. Please carefully review the privacy notices that apply to you.
- Visitors and clients related to the trust company, InvesTrust, please review our Privacy Statement.
- Visitors and clients related to the consulting firm, InvesTrust Consulting, please review our ADV, Privacy Statement, and Client Relationship Summary.
- Visitors and clients trying to contact our compliance team can do so by emailing us at compliance@investrust.com.
It is important to us that everybody be able to read and understand these documents. If you are unable to read or understand any of the documents or information herein, please call us at (405) 843-7177 and we will find a different way to communicate this information to you.
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.