Our Story
We are wealth management experts taking care of people and their legacies.
Who We Are
Since 1985, we’ve delivered the highest level of service and expertise in managing, preserving, and growing our client’s wealth. At InvesTrust we provide peace of mind and stability through unwavering professionalism, guided by ethics and expertise that withstand trends. Our clients trust us, and we honor that trust with personalized, independent financial plans designed to meet expectations.
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.
Flexible
Our approach is never one-size-fits-all. Every client and every situation is unique.
We support out-of-the-box, custom solutions when they’re right for clients.
Overdelivering is our specialty. When clients have a need, we go above and beyond at every opportunity.
Honest
We are the client’s trusted advisor.
We are good stewards of client assets, time, and energy.
Our experience and expertise are second to our commitment to doing what is right for clients.
Protecting Legacies
InvesTrust serves high net worth individuals, families, foundations, endowments, pension plans, trusts, insurance companies, and corporations.
Consulting & Investment Management
Our in-house investment professionals provide customized solutions for managing your assets based on your risk profile.
Trust Administration
Our trust administrators work closely with clients and their families to honor their intentions and preserve their family legacy.
Retirement
We can work with individuals, corporations, and non-profits to create a retirement plan that gives you and your employees long-lasting financial security.
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