Trustfirst

Overview

Trustfirst is organized as a corporation under individual ownership and appears to operate as a small, single-state advisory business rather than as a multi-state or multi-entity adviser. The firm identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment process to some degree. It does not present itself as a capital allocator, so it is not structured primarily to source and allocate capital across external managers on an institutional scale. Regulatory, fee, and client-type details are not provided in the available data. The firm is not listed as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices