Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
At Trusco, we serve as your trusted Chief Investment Partner, acting in a fee-only, independent, fiduciary capacity. Our service is contrary to the trend where large investment management firms have become more interested in compliance, running “model portfolios” and expanding their number of clients. Our Advisers handle approximately 25 full-time relationships so they can focus on serving you and managing your customized portfolio. We can act in a full advisory capacity or in a consultative role.
Our experienced team has guided both institutional and individual clients through bull and bear markets. We analyze our clients’ risk tolerance as well as return expectations in the context of their overall wealth situation.
As your Chief Investment Partner, we can coordinate with your CPA, attorneys, and other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to preserving and growing your wealth.
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Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
LEARN MORE
