A complete list of active advisors currently associated with Trusco Investment Management, LLC

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

Trusco provides portfolio management and financial planning services to individuals, trusts, foundations, endowments and corporate entities. It implements client strategies primarily through separately managed accounts, mutual funds, ETFs, common stock and fixed‑income securities and offers both discretionary and non‑discretionary engagements. The firm develops a client-specific Financial Profile and Investment Plan and reviews these periodically to guide portfolio construction and ongoing decisions. In implementing those plans Trusco may use a wide range of strategies — including long‑ and short‑term holdings, options, short sales and margin borrowing in separately managed accounts — and may engage sub‑advisers for portions of client portfolios. Noteworthy for a firm of its size, Trusco has an affiliation with a strategic investment limited partnership (the N3L Fund) and discloses that clients investing in that fund pay the fund’s fees rather than advisory fees to Trusco. The adviser manages roughly $107 million for a small client base, participates in a broker platform that provides research and soft‑dollar services, and recently reached the asset threshold that qualified it to transition to SEC registration.

To learn more about the advisors currently working at Trusco Investment 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.