Trust & Investmentadvisers Inc is a large advisory firm based in Indianapolis. It manages $137.04 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.
Trust & Investmentadvisers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trust & Investmentadvisers Inc is $137.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trust & Investmentadvisers Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Larry Keith Pitts has been acting as President since 1 Jul 1987. Jessica Elizabeth Carson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Trust & Investmentadvisers Inc performs its advisory services is located at 8440 Woodfield Crossing Blvd., Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-253-2000 or by fax 317-254-5845. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.