TRUFTON INVESTMENT MANAGEMENT, INC.

Overview

Trufton Investment Management, Inc. is a small, privately owned corporate RIA that provides fee-based portfolio management primarily to individual and family clients. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals/small businesses and for businesses or institutions among its activities. It does not identify as an active ESG investor, is not registered as a multistate adviser, and does not operate as a pension consultant or related adviser. Ownership is held by an individual rather than an institutional parent, and the firm does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices