InvesTrust Wealth Management
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Consulting Team

InvesTrust Consulting is an SEC registered consulting firm specializing in identifying investment options for large foundations, endowments and high net worth family complexes. We work with our clients on investment policy review and development, asset allocation, investment management, investment manager research and monitoring, quarterly reporting, education, and economic commentary.

Gregory Baum

Gregory Baum

Shannon Carter

Shannon Carter

Cathy Friday

Cathy Friday

Andy Hood

Andy Hood

Peter Junkin

Peter Junkin

Terri McCoy

Terri McCoy

Matt Murphy

Matt Murphy

Steve Replogle

Steve Replogle

Wendy Wilkerson

Wendy Wilkerson

Mark Williams

Mark Williams

Contact Information

InvesTrust Consulting, LLC

5100 N. Classen Blvd.
Suite 600
Oklahoma City, OK 73118

T: 405.843.7046
F: 405.843.7058
E: consulting@investrust.com

Hours of Operation

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

InvesTrust is closed for the following holidays:

Monday, Jan 2 New Year’s Day
Monday, Feb 20 Washington’s Birthday
Monday, May 29 Memorial Day
Tuesday, Jul 4 Independence Day
Monday, Sep 4 Labor Day
Monday, Oct 9 Columbus Day
Friday, Nov 10 Veterans Day
Thursday, Nov 23 Thanksgiving
Friday, Nov 24 Thanksgiving
Monday, Dec 25 Christmas


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.