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 Investment Management serves individuals, trusts, foundations, endowments and corporate entities, providing portfolio management and financial planning services. The firm typically works with individual and high-net-worth clients and implements investment programs through separately managed accounts, mutual funds, ETFs, common stock and fixed income securities. The firm builds a Financial Profile and Investment Plan for each client and manages accounts on a discretionary or non‑discretionary basis, sometimes engaging sub‑advisers. In implementing plans Trusco may use margin, short sales and options strategies in separately managed accounts, and it explicitly describes the use of borrowing and derivatives as part of its trading toolset. Notably, Trusco has a relationship with a strategic investment limited partnership managed by a minority owner/representative and may recommend that fund (the N3L Fund); when clients invest in that fund they pay only the fund’s fees and not an additional advisory fee to Trusco. The firm also recently reached the asset level to transition to SEC registration and manages just over $100 million for a relatively small client base, which may affect the level of attention and customization clients receive.

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.