InvesTrust

Multi Family Office (MFO)Oklahoma City, United States
$2.0B
Assets Under Management
Oklahoma City
Headquarters

About InvesTrust

Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.At InvesTrust, we give our clients peace of mind and stability. They know we protect their wealth with steadfast professionalism, with ethics and expertise that are not shaken by trends or gimmicks. Our clients trust us. We honor that trust with unique financial plans, plans that are made just for you, plans that are independent, plans that always are sure to exceed your expectations.

Preferred Investment Types

ESOPLong-Term InvestmentsPhilanthropyPrivate EquityStructured EquityVenture Capital

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsCommercial Property Acquisition & DevelopmentDebt ManagementDiversified Finance ConsultingETFsInvestment Banking & BrokerageInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingRetirement PlanningSuperannuation/Pension FundsTrust ManagementWealth & Estate PlanningBankingFinanceFinancial ServicesHigh-Level Sectors

Preferred Geographies

United States

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Frequently asked questions

What type of investor is InvesTrust?

InvesTrust is a multi family office (mfo) based in Oklahoma City, United States, managing approximately $2.0B in assets.

Where is InvesTrust headquartered?

InvesTrust is headquartered in Oklahoma City, United States.

How much does InvesTrust manage?

InvesTrust manages approximately $2.0B in assets under management.

What does InvesTrust invest in?

InvesTrust focuses on ESOP, Long-Term Investments, Philanthropy, Private Equity, Structured Equity, Venture Capital, Capital Markets, Charitable Investments.

How can I contact InvesTrust?

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