InvesTrust Family Office

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InvesTrust Family Office Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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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