AMERITRUST INVESTMENT ADVISORS

Michael L. Bourne, as President and CEO, leads the firm with final authority on investment decisions. Senior Vice President Jake Dollarhide also participates in the investment committee and frequently represents the firm's credit-market views publicly. Specific allocations are determined by a small internal committee rather than a single CIO model.

Ameritrust primarily originates direct private credit and real estate equity investments in the South Central U.S. For public market exposure, the firm allocates to external managers via separately managed accounts and selected pooled vehicles. It does not market a proprietary fund-of-funds, and direct private deals constitute the core of its strategy.

The firm focuses on income-producing commercial real estate in Oklahoma, Texas, and adjacent Sunbelt markets. Documented preferences include medical office buildings, industrial properties, and single-tenant net-leased retail, acquired through direct negotiation with local developers and owners rather than broadly marketed processes.

Public disclosures do not detail a formal co-investment program. The firm's direct credit origination model naturally creates club-style participations with local banks and family offices on larger financings, but these appear to be structured on a deal-by-deal basis rather than through a standing co-investor vehicle or platform.