Mutual Trust Asset MgmT., Inc.

Overview

Mutual Trust Asset MgmT., Inc. is a corporate Registered Investment Adviser that began SEC registration in 2017. It positions itself as a capital allocator for individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm charges a mix of percentage-of-AUM and fixed fees (plus other fee arrangements) and identifies as a related adviser with industry affiliations that include broker-dealer activity. Mutual Trust does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives