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.
We are good listeners and seek to learn about your objectives, focusing on your risk level, expectations, and liquidity needs. We then devise a plan to support your goals and expectations through both tactical and strategic portfolio management and planning.
Using these details and our access to targeted global research and analysis, as well as our unique proprietary research, we narrow down a selection of investments to an allocation tailored to your risk and expected returns. We create a detailed strategy, present our recommendations and then outline the steps needed to implement your plan.
Once you have approved the plan, we put it into action by choosing investment vehicles and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.
After establishing your plan, we continue to monitor its progress toward your objectives to ensure that it is working for you through all of life’s changes. We continuously update any changes and provide ongoing support. Our goal is to stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
