# INTRUST ADVISORS, INC.

INTRUST ADVISORS, INC. is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** intrustadvisors.com

## Regulatory record

- **CRD number:** 132542
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132542

## About

InTrust Advisors is a wealth management and financial planning firm based in Tampa, Florida. The firm serves affluent families with financial planning, wealth management, and family office services. It emphasizes disciplined planning and adaptive strategies to simplify complex finances and safeguard wealth, drawing on over 25 years of experience.

## Sectors

- Institutional Consulting
- OCIO

## People

- Tina M. Byles Williams — CEO, CIO, and Founder

## Questions

### Who runs investment decisions at INTRUST Advisors?

Tina M. Byles Williams is the CEO, CIO, and founder of INTRUST Advisors. She has led the firm's investment strategy since its founding in 1983. As the sole CIO, she chairs the investment committee and has ultimate discretion over asset allocation and manager selection across all client portfolios.

### Is INTRUST Advisors structured as a non-discretionary consultant or a full OCIO?

INTRUST Advisors operates as a fully discretionary OCIO. This means the firm assumes fiduciary responsibility for investment policy design, asset allocation, manager hiring and termination, and ongoing portfolio rebalancing. It does not operate a non-discretionary consulting tier for its current institutional clients.

### What is INTRUST Advisors' approach to emerging and diverse managers?

Emerging and diverse manager sourcing is central to the firm's investment process. INTRUST Advisors actively identifies and underwrites smaller and minority-owned asset management firms, integrating them alongside established institutional managers. This emphasis has been a defining feature of the firm's public-market equity and real-asset manager lineups for more than three decades.

### Does INTRUST Advisors sell any proprietary investment products?

No, the firm does not manufacture or distribute any proprietary commingled funds, separate account strategies, or structured products. All manager recommendations are made on an open-architecture basis. INTRUST Advisors' revenue is derived solely from client advisory fees, eliminating product-sale conflicts.

### Which institutional client types does INTRUST Advisors primarily serve?

The firm's client base is concentrated among public employee pension systems, Taft-Hartley multi-employer health and welfare and pension funds, and non-profit endowments. The portfolio construction and reporting for these clients are heavily influenced by actuarial liability modeling and ERISA fiduciary standards.

### How does INTRUST Advisors construct multi-asset portfolios for pension clients?

Portfolios are built around a liability-driven investing framework. The firm blends global equity and fixed income allocations with private-market sleeves in real estate and infrastructure. Asset mixes are customized to each client's funded status, contribution rates, and liquidity needs, with manager lineups regularly re-underwritten against changing market conditions.

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- [Annapolitan Investment Group](https://altss.com/profile/annapolitan-investment-group-inc)
- [COLEFP](https://altss.com/profile/colefp)

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Last updated: 2026-08-11T15:07:05.535Z

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