Trustage Investment Management
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 105960
- Registered since
- January 4, 1983
- Website
- memberscapitaladvisors.com
- Custodians
- FINANCIAL SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Insurance Companies75.76%
- Pension & Profit Sharing Plans16.41%
- Corporations / Businesses7.83%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trustage Investment Management is a corporation operating as an institutional RIA that has been SEC-registered since 1983. The firm primarily serves institutional clients and functions as a capital allocator, offering both discretionary portfolio management and advisory services for business and institutional accounts. Its reported advisory capabilities include pension-related consulting and the selection of third‑party advisers. Fee arrangements include asset‑based fees, fixed fees and other structures. The firm does not identify as an active ESG investor and is involved in industry roles beyond pure advisory work, including relationships with broker‑dealers and insurance companies and serving as a sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds41%
- Other28%
- Private Funds23%
- State & Local Bonds4%
- US Government Bonds1%
Owners & executives
2 of 2
Brian Borakove
Chief Financial OfficerCRD 6147438

Melissa Haberstich
Chief Compliance OfficerCRD 4190838
Contacts
3 of 29
Brian Buhrow
Senior Retirement Relationship ManagerCRD 4777160
Darrell Pacheco
Registered RepresentativeCRD 6081988
Barth Thomas
Managing Director and SecretaryCRD 2849100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$116M in ETFs
39%
$45.8M
61%
$70.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $45.5M | 900,000 | 39.09% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 5910 Mineral Point Rd
- Time zone
- CT (UTC-6)
- Office locations
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