Trustage Investment Management
5910 Mineral Point Rd
Madison, WI 53705
Website:
trustage.com
Firm Size
- Assets Under Management (AUM):$2.4 Billion
- Number of Funds:6
- Employees:64
- Firm Type:Private Equity
- Focus Areas:
Services
Description
TruStage Investment Management is a reputable investment management firm located in Madison, Wisconsin. The firm offers a wide range of investment and financial planning services to individuals and families.
TruStage's investment management team is composed of experienced professionals who provide personalized investment advice based on clients' financial goals and risk tolerance. They use a comprehensive and disciplined investment process to create portfolios that align with each client's unique circumstances.
The firm's investment strategies encompass various asset classes, including equities, fixed income, and alternative investments. TruStage focuses on building diversified portfolios to mitigate risk and enhance long-term returns. They also emphasize the importance of regularly reviewing and adjusting portfolios to adapt to changing market conditions and clients' evolving needs.
Aside from investment management, TruStage offers financial planning services that encompass retirement planning, education funding, estate planning, and risk management. Their team works closely with clients to develop customized financial plans that address their specific goals and objectives.
TruStage is committed to providing exceptional client service and maintaining a transparent and trusted relationship with their clients. They prioritize communication and regularly keep clients informed about portfolio performance, market updates, and any necessary adjustments to their investment strategies.
Overall, TruStage Investment Management in Madison, WI, prides itself on its personalized approach, robust investment strategies, and commitment to helping clients achieve their financial goals.