TRUSCO INVESTMENT MANAGEMENT, LLC

Overview

Trusco Investment Management, LLC is an independent registered investment adviser operating as a limited liability company and positioned to serve individual and family clients. The firm provides comprehensive financial planning and portfolio management for both individuals/small businesses and institutional/business clients, and it also performs selection of other advisers when clients require external management. Trusco acts as a capital allocator and is engaged in sponsor/GP and managing member roles for pooled investment vehicles, which indicates it not only allocates to third‑party managers but can also organize and run pooled structures. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill on hourly or fixed‑fee bases, depending on the engagement. Trusco is not characterized as an active ESG investor and does not position itself primarily as a pension consultant or multi‑state adviser. The firm was registered with the SEC in 2026 and is classified as an independent RIA owned by an individual.

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