InvesTrust Consulting offers customized investment advice to foundations, endowments, pension plans, trusts, high-net-worth individuals, insurance companies, and corporations. As a legally required fiduciary, InvesTrust Consulting provides objective advice and does not accept commissions or sell proprietary products. Services include investment consulting, asset management, and retirement plan consulting. The firm uses a team-based approach to client service, assigning a primary consultant to each client.
Fee Structure
InvesTrust Consulting offers asset management services where they make investment decisions for you. They monitor your account and direct the custodian or third-party manager to place trades when necessary. The fees for these services are not listed in this brochure.