MUTUAL TRUST ADVISORY GROUP

Overview

Mutual Trust Advisory Group is an independent registered investment adviser set up as a corporation and focused on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and structures fees by percentage of assets under management, hourly charges and fixed fees. Registered with the SEC in 2021 and owned by an individual, the firm is not a capital allocator and does not position itself as an ESG specialist. Investment activity centers on traditional public funds and mutual funds, which represent the bulk of deployed capital, while the adviser supplements core public allocations with targeted use of corporate debt. For clients who seek exposure beyond liquid public securities, the firm uses third-party managers to access alternative strategies such as private equity, real estate and digital currency. Portfolios are managed on a discretionary basis for most clients, with an emphasis on diversified, manager-driven solutions rather than direct single-stock concentration.

Assets & Accounts

Investments & Alternatives

Location & Offices