Truston Asset Management

Overview

Truston Asset Management is a corporate investment adviser that primarily serves institutional clients through discretionary portfolio management and management of pooled investment vehicles. The firm charges a percentage-of-assets fee schedule and can also collect performance-based fees, a structure that aligns incentives toward active, outcome-driven management. Truston identifies as an active ESG investor, which suggests ESG factors are integrated into research, security selection or manager due diligence across strategies. Investment activity centers on actively managed equity exposures delivered through separately managed accounts and pooled vehicles. The firm’s advisory scope covers individuals and small businesses as well as institutions, indicating it runs both bespoke mandates and composite or commingled strategies. Given its use of performance fees and pooled vehicles, Truston likely runs concentrated, benchmark-aware strategies where outperformance is a primary objective.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices