# Trust Investment Advisors

Trust Investment Advisors is a Bank / Wealth / Trust based in Indianapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** trustinv.com

## Regulatory record

- **CRD number:** 309233
- **SEC file number:** 801-118875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309233

## About

Trust Investment Advisors is an SEC-registered investment adviser in Indianapolis, IN, registered since 2020. The firm manages $239 million in assets. It has 4 employees and 3 investment advisers.

## Sectors

- Private Credit
- Real Estate

## People

- Robert E. Lee Jr. — President, Chief Investment Officer

## Questions

### Who runs investment decisions at Trust Investment Advisors?

Robert E. Lee Jr. serves as President and Chief Investment Officer, a role he has held since the early 1990s. He oversees portfolio construction, credit underwriting, and the firm's investment policy framework for all managed strategies.

### Does Trust Investment Advisors participate in fund commitments or only direct deals?

The firm manages both separately managed accounts and pooled investment vehicles. Its strategies center on direct loan origination and participation in syndicated senior secured loans, rather than committing capital to third-party private credit funds.

### What investment stages or credit types does Trust Investment Advisors typically target?

The firm targets senior secured floating-rate loans across commercial real estate bridge lending, mezzanine debt, and corporate bank loan syndications. It does not pursue venture debt, early-stage equity, or unsecured subordinated credit.

### Which sectors does Trust Investment Advisors avoid?

The firm explicitly avoids venture capital, growth equity, and opportunistic distressed credit. Its mandate is conservative and income-focused, staying within senior secured commercial real estate and corporate credit where loan-to-value and covenant protections are enforceable.

### What is the firm's known posture on co-investments alongside external general partners?

Trust Investment Advisors does not operate as a co-investor alongside private equity or venture capital GPs. Its investment activity is conducted through direct origination or participation in institutional loan syndications, maintaining full underwriting control on directly originated credits.

## Related profiles

- [Trust Family Foundation](https://altss.com/profile/trust-family-foundation)
- [Trust Investment Advisors Wealth Management](https://altss.com/profile/trust-investment-advisors-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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