InvesTrust Consulting operates as a registered investment advisor offering customized investment consulting, asset management, and retirement plan services. InvesTrust Consulting works with foundations, endowments, pension plans, trusts, high-net-worth individuals, insurance companies, and corporations. The firm provides objective advice on a discretionary and non-discretionary basis, accepting no commissions and selling no proprietary products. Services include setting investment objectives, conducting asset allocation studies, providing independent performance reporting, selecting and monitoring third-party investment managers, and offering macro-economic analysis and customized projects. InvesTrust Consulting uses a team-based approach, assigning a primary consultant to coordinate each relationship.
Fee Structure
InvesTrust Consulting does not have a standard fee schedule, and all fees are negotiable depending on the complexity of the services requested. The firm charges fees based on a percentage of assets, flat fees, or hourly rates, and may apply a minimum fee threshold based on the scope of services. Fees are billed monthly or quarterly in arrears directly to the client or through the client's custodian.