Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.
At InvesTrust, we give our clients peace of mind and stability. They know we protect their wealth with steadfast professionalism — with ethics and expertise that are not shaken by trends or gimmicks. Our clients trust us. We honor that trust with unique financial plans — plans that are made just for you, plans that are independent, plans that always are sure to exceed your expectations.
Trust us to create a financial foundation for you.
InvesTrust serves as custodian and investment manager for your assets. You receive individual management and tax efficiency on investments.
A trust company can serve clients in several ways. The following is a brief introduction to the major investment related services which drive the type of agreement.
Employee Retirement Plans
A retirement plan lets you and your employees contribute to a happy retirement and a secure future. 401(k) plans are quickly becoming the plans of choice for companies of all sizes. These pre-tax retirement accounts have many advantages. InvesTrust can help create the plan to fit your company’s individual needs.