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 an SEC-registered institutional RIA that has been operating since 1983 and focuses on institutional clients. The firm performs portfolio management for businesses and institutions, provides pension consulting services, and conducts selection of other advisers. It functions as a capital allocator and, per its reported affiliations, also operates with broker-dealer and insurance company relationships and serves as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM pricing, fixed fees and other fee structures. Trustage does not identify as an active ESG investor.
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 Bonds40%
- Other32%
- Private Funds23%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
2 of 2
Melissa Haberstich
Chief Compliance OfficerCRD 4190838
Brian Borakove
Chief Financial OfficerCRD 6147438
Contacts
3 of 28
Thomas Preusker
Research DirectorCRD 4356250
Melissa Miller
Senior Compliance ConsultantCRD 4397424
Daniel Cox
Registered RepresentativeCRD 3241337
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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