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      • Jeffrey Asher, CFA
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      • Andy Hood
      • Peter Junkin
      • Steve Replogle, CFA, CPA, CTFA
      • Mark Williams, CFA
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    • How much will I need to save for retirement?
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We work to meet the unique needs of our clients by providing independent and objective investment advice which is focused on the long term.


 

About Us

  • InvesTrust Consulting, LLC was founded in 1985
  • A classic independent, boutique consulting firm
  • Experienced staff with backgrounds in banking, foundations, non-profit organizations, employee benefit plans, estate planning, and taxation
  • We are focused on our clients’ best interests – everything we do is for their benefit
  • We act as our clients’ advocates
  • We don’t accept any remuneration from anyone other than our clients
  • High level of service
  • We are long-term investors, like our clients
  • Marked by big picture strategy, asset allocation and time horizon
  • Our manager search style results in independent, highly focused managers and vehicles which have a high retention rate among clients

 

Our Clients

  • Clients are foundations, endowments, corporations, corporate pension plans, and ultra high-net-worth families located in Oklahoma, and Texas.
  • Strong, long-term client base
  • Most, if not all, clients come from referrals
  • Each client’s investment strategy is unique

 

Services

InvesTrust Consulting is an independent consulting firm that offers customized investment advisory services.  Firm Clients are foundations, endowments, pension plans, trusts, high-net worth individuals, insurance companies, and corporations. We provide advisory services on a discretionary and non-discretionary basis as set forth in the Client’s advisory agreement. As a fiduciary, the Firm offers objective advice, accepts no commissions, and has no proprietary products to sell.
InvesTrust Consulting’s services for any Client include, but are not limited to, the following:

  • Investment Consulting Services
    • Establishment of Investment Objectives, Goals, and Restrictions
    • Asset allocation Studies/Services
    • Independent Performance Measurement/Aggregation
    • Comprehensive Quarterly Reporting
    • Manager Communication, Selection and Monitoring
  • Asset Management Services
  • Retirement Plan and Pension Consulting Services
    • Preparation of an Investment Policy Statement (IPS)
    • Monitoring of Investment Performance
    • Educational Support to the Plan Sponsor or Committee
  • Macro-Economic Analysis
  • Customized/Special Projects
  • Bookkeeping (limited basis)

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 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

Download Our ADV

  • InvesTrust Consulting ADV
  • InvesTrust Consulting Privacy Notice

Client Relationship Summary

  • InvesTrust Consulting Client Relationship Summary

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.