MUTUAL TRUST ASSET MGMT., INC.

Overview

Mutual Trust Asset MgmT., Inc. is a small, SEC-registered advisory corporation that focuses on individual and family clients. The firm registered with the SEC in 2017 and operates under a domestic ownership structure that includes individual ownership; it also lists a related adviser relationship. Its client-facing services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selecting third-party advisers when appropriate. Fee arrangements include asset-based fees as well as fixed fees and other structures. Mutual Trust does not identify as an active ESG investor and is not presented as a multi-state adviser. It also maintains industry ties that include broker-dealer relationships and affiliation with another investment adviser, which may shape distribution or custody choices and how third-party managers are integrated.

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Public Holdings

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Location & Offices