Trust Investment Advisors

Trust Investment Advisors is a Registered Investment Advisor firm established in March 2025. The firm specializes in providing comprehensive investment advice and financial services to individuals/families, business owners, charitable organizations, private foundations, and professional advisors. As of December 31, 2024, Trust Investment Advisors had total assets under management exceeding $200 million. The firm offers continuous asset management based on individual client needs, primarily using model portfolios of stocks and fixed income securities. They determine asset allocation based on client goals and objectives, manage accounts on a discretionary basis, and provide services such as retirement planning, charitable giving strategies, insurance analysis, and estate planning. Trust Investment Advisors primarily uses fundamental analysis for securities selection, supplemented by technical analysis. They offer various investment strategies, including long-term purchases, short-term purchases, and option writing. The firm charges fees based on a percentage of assets under management, with different fee schedules for different types of portfolios. Clients receive quarterly account statements directly from the custodian. The firm's team includes experienced professionals like Burton P. Street, J. Ronald DeLay, G. Michael Prugh, and Dawn E. Slaughter, each bringing decades of experience in the financial services industry. Trust Investment Advisors operates under the supervision of Burton P. Street and compliance consultant Sue Mitchell.