Indianapolis, IN 301 Pennsylvania Parkway Office
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Trust Investment Advisors
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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.
Based on Trust Investment Advisors
Expertise
Based on Trust Investment Advisors
Location
301 Pennsylvania Parkway, Suite 301
Indianapolis IN 46280
Advisors at this office
2
Advisors at this office
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.
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