“Our clients come to us for advice on how to protect their future. We take that level of trust very seriously.”
- Dan Junkin

Welcome to InvesTrust N.A.

Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.

At InvesTrust, we give our clients peace of mind and stability. They know we protect their wealth with steadfast professionalism — with ethics and expertise that are not shaken by trends or gimmicks. Our clients trust us. We honor that trust with unique financial plans — plans that are made just for you, plans that are independent, plans that always are sure to exceed your expectations.

Trust us to create a financial foundation for you.

Services

Investment Management

InvesTrust, N.A. serves as custodian and investment manager for your assets. You receive individual management and tax efficiency on investments.

Trusts

A trust company can serve clients in several ways. The following is a brief introduction to the major investment related services which drive the type of agreement.

Special Services

Retirement Specialists

Employee benefits must be provided through an accountable and steady growth pension or 401(k) plan. Our plan information is accessible and safe for you and your employees.

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Family Office

At InvesTrust Family Office we focus on developing your family's assets. Our family office services make your life easier, while protecting and growing your wealth.

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