Intrust Advisors, Inc.

Overview

Intrust Advisors, Inc. is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator — it constructs portfolios for clients and has the authority to select other advisers or outside managers when appropriate. Its advisory mandate covers both individuals/small businesses and larger business or institutional relationships, and its fee arrangements include asset-based fees plus the option for hourly or fixed-fee engagements. Investment activity skews toward pooled public funds rather than direct-stock concentrated strategies. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Service delivery for clients appears to blend discretionary portfolio management with planning-led client engagements and the use of third-party solutions when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices