Trew Advisors, LLC

Overview

Trew Advisors, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator that selects outside managers when appropriate. Its client-facing services combine financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational workshops. Trew Advisors also functions as an insurance broker, which informs its use of insurance products within client portfolios. On the investment side, the firm shows a clear equity preference and uses exchange-traded securities as a core exposure. That equity base is supplemented by traditional pooled products such as mutual funds and by annuity solutions. Trew Advisors allocates capital to third-party alternative managers in areas such as real estate, commodities and oil & gas, indicating a willingness to broaden portfolio exposures beyond public markets for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices