Trust Investment Advisors

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Client assets under management

$224,639,400

Clients

163

27% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,378,156

About

The firm provides discretionary investment management and financial planning to individuals and families, business owners, charitable organizations, private foundations, and other professional advisors. Services include continuous asset management through model portfolios, retirement and estate planning support, and insurance analysis, with quarterly custodian statements and periodic performance reporting for larger accounts.

Investment decisions are driven by committee-managed model portfolios (including named value, income, growth, tactical value/growth and specialized income models) using primarily fundamental analysis supplemented by technical analysis for tactical strategies. The firm implements option strategies (covered calls, puts, and option writing) and emphasizes tax-aware portfolio management, with options and certain strategies available only for selected, sophisticated clients after additional agreements.

Distinctive features include the firm’s role providing model-portfolio management to an affiliated registered investment adviser established by the owner, senior investment personnel who maintain other investment ventures and quantitative research activities, and a structured Strategic Income Portfolio Program that focuses on $25 par preferreds and related subprograms (PIP, NCP, SCP). The firm also discloses custody arrangements that permit ongoing disbursements through client agreements, the owner holds an insurance license and the brochure reports no disciplinary history.

Client services

Financial planning Portfolio management Special projects such as training

Expertise

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance

Fee options

Fixed

One-time project fees based on time and complexity, agreed upon separately

Percentage

$0 - $1,000,000: 1.25% annually $1,000,000 - $5,000,000: 1.00% annually $5,000,000+: 0.75% annually

Main office location

Trust Investment Advisors

301 Pennsylvania Parkway, Suite 301

Indianapolis IN 46280, United States

Number of offices

Most active in

California · Florida · Indiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 317-253-2000

Advisors at this firm

Burton S

Series 63, Series 65

Indianapolis, IN

Trust Investment Advisors

Burton Street is a financial advisor at Trust Investment Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird and RBC Capital Markets Corporation. He has been with Trust Investment Advisors in various capacities since 2020. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm offers model-portfolio management using fundamental and technical analysis, with strategies including options and preferred-stock income programs, and emphasizes regular account reviews and reporting.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance

Michael M

Series 66

Indianapolis, IN

Trust Investment Advisors

Michael Morrison is a financial advisor with Trust Investment Advisors Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel Nicolaus from 2012 to 2024 before joining Trust Investment Advisors and its affiliated wealth management firm in 2024, where he serves as Senior Vice President of Investments. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and limited consulting services to individuals, families, business owners, charitable organizations, and private foundations. The firm offers continuous asset management primarily on a non-discretionary basis, utilizing fundamental, technical, and qualitative analysis to develop client strategies and asset allocations.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance

James D

Series 65

Indianapolis, IN

Trust Investment Advisors

James Delay is a financial advisor at Trust Investment Advisors in Indianapolis, IN, with 13 years of industry experience. He holds a Series 65 designation and has been with Trust Investment Advisors since 2012. Trust Investment Advisors manages discretionary portfolios and provides comprehensive financial planning for individuals, families, business owners, charitable organizations, and other professional advisors. The firm employs model portfolios overseen by an investment committee, utilizing fundamental and technical analysis, and offers services including retirement planning, estate planning, charitable giving strategies, and insurance analysis.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy General estate planning guidance

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