InvesTrust Wealth Management
  • Header Image
  • Header Image
  • Header Image
  • Header Image
  • Header Image

Trust Investment Team

Managing investment portfolios is at the heart of what we do. Our clients’ portfolios are constructed and monitored by our seasoned team of investment professionals. Our team is accustomed to working with portfolios that consist of a wide variety of marketable securities that often include mutual funds, exchange traded funds, and individual stocks and bonds. We have a disciplined approach when it comes to investing, and find it is well suited to managing wealth over the long term.

Gregory Baum

Gregory Baum

Shannon Carter

Shannon Carter

Andy Hood

Andy Hood

Peter Junkin

Peter Junkin

Steve Replogle

Steve Replogle

Mark Williams

Mark Williams

InnoVue Client Login

Click the login link to access your InvesTrust account information and statements online.

Login>>

Black Diamond Client Login

Click the logo below to access your InvesTrust Black Diamond account information.

 

 

Retirement Plan Login

Click the login link to access your retirement plan account information and statements.

Login>>

Participant Hotline: 800 716-3742

Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

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

InvesTrust is closed for the following holidays:

Monday, Jan 1 New Year’s Day
Monday, Feb 19 Washington’s Birthday
Monday, May 27 Memorial Day
Thursday, Jul 4 Independence Day
Monday, Sep 2 Labor Day
Monday, Oct 14 Columbus Day
Monday, Nov 11 Veterans Day
Thursday, Nov 28 Thanksgiving
Friday, Nov 29 Thanksgiving
Wednesday, 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.