Mutual Trust Asset MgmT., Inc.

Overview

Mutual Trust Asset MgmT., Inc. is a small, SEC‑registered wealth manager that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM charges, fixed fees, and other fee types. Registered since 2017, the firm is organized as a corporation and reports a related adviser relationship. It does not position itself as an active ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices