Trustage Investment Management

RIASEC Registered
Total AUM
$39.5B
Discretionary
$36.6B
93% of AUM
Avg account
$113M
Accounts
349
Employees
62
Advisory reps
30

Firm details

Headquarters
Madison, Wisconsin
CRD number
105960
Registered since
January 4, 1983
Website
memberscapitaladvisors.com
Custodians
FINANCIAL SERVICES
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Insurance Companies75.76%
  • Pension & Profit Sharing Plans16.41%
  • Corporations / Businesses7.83%
Services
Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trustage Investment Management is an institutional registered investment adviser that works primarily with institutional clients. The firm is SEC-registered and has been registered since 1983. It operates as a capital allocator and provides portfolio management for businesses and institutions, pension consulting services, and the selection of sub-advisers. Its stated fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Industry affiliations reported include broker-dealer and insurance company relationships, pension consulting roles, and activity as sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 40%, Other 32%, Private Funds 23%, State & Local Bonds 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%40%
  • Investment Grade Corp Bonds40%
  • Other32%
  • Private Funds23%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$115M in ETFs

Passive

40%

$45.3M

Active

61%

$69.4M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$44.3M880,00038.62%
Unlock additional holdings →

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
5910 Mineral Point Rd
Time zone
CT (UTC-6)
Office locations

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