Trusco Investment Management, LLC

Overview

Trusco Investment Management, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves high-net-worth individuals and families, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. It operates as a capital allocator and is active as a sponsor/GP and managing member of pooled investment vehicles. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. Trusco does not identify as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives