TRUST ADVISORY GROUP LTD

Overview

Trust Advisory Group Ltd is a fee-based wealth manager that serves both individual and institutional clients with a mix of financial planning, discretionary portfolio management and adviser selection. The firm acts as a capital allocator, routing client capital into liquid equity strategies that dominate its managed sleeves while also using third-party managers for alternative exposures. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity centers on exchange-traded equities as the primary building block for portfolios, complemented by mutual funds for diversified exposures and annuities where insurance solutions are appropriate. The firm identifies itself as an active ESG investor, which suggests ESG-screening and thematic tilts are incorporated into security selection and ETF choices. Trust Advisory Group Ltd also provides pension consulting and selection-of-other-advisers services, indicating regular use of external sub-advisors and specialist managers when clients need niche strategies or private-market access. The firm maintains industry affiliations that broaden product and distribution options — including broker-dealer and insurance relationships — which supports access to both traditional asset management and sponsored alternative product platforms.

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Location & Offices