Trust Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$224,639,400
Clients
163
Advisors
3
across 2 offices
About
The firm provides discretionary investment management and financial planning to individuals and families, business owners, charitable organizations, private foundations, and other professional advisors. Services include continuous asset management through model portfolios, retirement and estate planning support, and insurance analysis, with quarterly custodian statements and periodic performance reporting for larger accounts.
Investment decisions are driven by committee-managed model portfolios (including named value, income, growth, tactical value/growth and specialized income models) using primarily fundamental analysis supplemented by technical analysis for tactical strategies. The firm implements option strategies (covered calls, puts, and option writing) and emphasizes tax-aware portfolio management, with options and certain strategies available only for selected, sophisticated clients after additional agreements.
Distinctive features include the firm’s role providing model-portfolio management to an affiliated registered investment adviser established by the owner, senior investment personnel who maintain other investment ventures and quantitative research activities, and a structured Strategic Income Portfolio Program that focuses on $25 par preferreds and related subprograms (PIP, NCP, SCP). The firm also discloses custody arrangements that permit ongoing disbursements through client agreements, the owner holds an insurance license and the brochure reports no disciplinary history.
Client services
Expertise
Fee options
One-time project fees based on time and complexity, agreed upon separately
$0 - $1,000,000: 1.25% annually $1,000,000 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually
Main office
See office301 Pennsylvania Parkway, Suite 301
Indianapolis IN 46280
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Indiana · Texas
Also doing business as
Street Capital Partners LLC · Street Capital Partners, LLC · Tia · Trust Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Burton S
Series 63, Series 65
Indianapolis, IN
Trust Investment Advisors
Burton Street is a financial advisor at Trust Investment Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird and RBC Capital Markets Corporation. He has been with Trust Investment Advisors in various capacities since 2020. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm offers model-portfolio management using fundamental and technical analysis, with strategies including options and preferred-stock income programs, and emphasizes regular account reviews and reporting.
Michael M
Series 66
Indianapolis, IN
Trust Investment Advisors
Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.
James D
Series 65
Indianapolis, IN
Trust Investment Advisors
James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Trust Investment Advisors since 2012. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm employs model portfolios overseen by an investment committee, utilizing fundamental and technical analysis, and offers services including retirement planning, estate planning, charitable giving strategies, and insurance analysis.
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