InvesTrust Family Office

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InvesTrust Family Office Overview

Type

Multi Family Office

Year Founded

1998

General Information

InvesTrust Family Office is a multi-family office headquartered in Oklahoma City, United States. Founded in 1998, the firm grew from American Fidelity’s Cameron family insurance fortune and an independent trust company partnership, focusing on long-term wealth preservation. It provides fiduciary trust administration, investment advisory and consolidated reporting to affluent families, aligning portfolios with bespoke objectives while maintaining independence from bank-linked product agendas.

Contact Information

Website:
https://investrustwealthmanagement.com/

Year Founded:
1998

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
5101 Classen Cir # 620

Portfolio & Notable Allocations


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Investrust Family Office | Oklahoma City Multi Family Office | Altss