Mutual Trust Advisory Group

Overview

Mutual Trust Advisory Group is an independent, privately owned registered investment adviser that focuses on individuals and families. The firm is SEC-registered (registration year: 2021) and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is structured as a corporation with an individual owner and is not classified as a capital allocator. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives