A complete list of active advisors currently associated with iTrust Asset Management, LLC

Warmer can help you find a great advisor at iTrust Asset Management, LLC or one who fits your needs even better.

iTrust Asset Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and state or municipal entities, offering asset management, financial planning and consulting, and pension consulting services. The firm delivers discretionary portfolio management as well as one‑time or ongoing consulting and written financial plans, and participates in LPL Financial‑sponsored advisory programs while managing both wrap and non‑wrap accounts. The firm emphasizes continuous, individualized account supervision with portfolios built from individual stocks and bonds, ETFs, mutual funds and options, and it reviews and rebalances accounts at least quarterly. iTrust employs both fundamental and technical analysis and may implement a range of strategies — including long‑term holdings, shorter‑term trading, short sales, margin, and option strategies such as covered calls and spreads — while allowing clients to place reasonable investment restrictions. Notably, iTrust is a wrap fee program sponsor and receives a portion of wrap fees, a feature that is uncommon among similarly supported firms and is disclosed in its Wrap Fee Program Brochure. The firm operates with a small team managing roughly $212 million in client assets, its advisors are affiliated with LPL (including participation in MAS and SWM platforms) and are licensed to sell commissionable securities and insurance, with disclosures, a Code of Ethics, and formal trade‑error and personal‑trading policies to address related conflicts.

To learn more about the advisors currently working at iTrust Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.