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.