Consulting & Investment Management
We are committed to your long-term investment success. Learn more about our custom approach for your unique circumstances.
The Power of Advice
Navigating complex financial markets requires expertise and resources. InvesTrust leverages top-tier research, advanced technology, and comprehensive tools to provide you with industry-leading advice.
Dedicated
We’re committed to your long-term success. We’ll develop and execute a strategy tailored to your goals.
Independent
There is no one-size-fits-all solution. InvesTrust has the flexibility to offer you investments best suited to meet your financial goals.
Shared Goals
As fiduciaries, we are aligned with our clients’ goals, ensuring their best interests are always our top priority.
A Consultative Process
We are a committed team of advisors. Our varied experiences position us to shepherd wealth over the long-term. We understand our clients and pride ourselves on delivering a best-in-class experience.
Our Advisory Services
Investment Consulting
Asset Management
Retirement Plan and Pension Consulting
Our Clients
Individuals
Retirement Plans
Charitable Organizations
Corporations or Business Entities
Dedicated
Clients come first, always.
We bring together all the necessary people to help clients achieve their goals. We are the quarterback on a team of experts.
We get to know you and your family. We understand your priorities and goals and take action to support them.
Ready to learn more?
Tell us about yourself and we’ll be in touch, right away.
Insights
Anxious About Your Finances?
A study of financial capability found that older Americans were significantly less anxious about personal finances than younger people. However, about one-third of non-retired people 55 and older had no retirement account. A comparison of the percentages regarding financial anxiety and retirement accounts suggests that having sufficient resources to contribute to a retirement account is…
Give Your Money a Midyear Checkup
Goal Overhaul Rising prices put a dent in your budget. You put off a major purchase you had planned for, such as a home or new vehicle, hoping that inventory would increase and interest rates would decrease. A major life event is coming up, such as a family wedding, college, or a job transition. Both…
Financing Options to Help You Ride the Mortgage Rate Roller Coaster
Adjustable-Rate Mortgages With an adjustable-rate mortgage (ARM), also referred to as a variable-rate mortgage, there is a fixed interest rate at the beginning of the loan which then adjusts annually for the remainder of the loan term. ARM rates are usually tied to the performance of an index. To determine the ARM rate, the lender…
Continue Reading Financing Options to Help You Ride the Mortgage Rate Roller Coaster