TRUSTAGE INVESTMENT MANAGEMENT

Overview

Trustage Investment Management is a corporate, institution-focused allocator that concentrates on fixed income and private markets for its client base of businesses and institutions. The firm acts as a capital allocator and provides portfolio management for institutions, pension consulting and selection of other advisers, indicating it runs customized, mandate-driven strategies rather than retail wrap products. Its advisory practice is fee-based (percentage of AUM and fixed fees among other fee arrangements) and it does not position itself as an active ESG investor. Investment behavior is weighted toward investment-grade corporate credit and short-duration bond exposures, paired with a meaningful private markets program. The firm also sponsors and manages pooled vehicles, and its business affiliations include broker-dealer and insurance company relationships that support execution, custody and product distribution for institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices