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, Texas, and the Gulf Coast
- 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)
