Trust Investment Advisors

What Trust Investment Advisors does

Trust Investment Advisors, LLC (TIA) is a fee-only, fiduciary Registered Investment Advisor founded in 1987 and headquartered at 301 Pennsylvania Parkway, Suite 301, Indianapolis, Indiana. The firm provides customized investment management to high-net-worth individuals and institutional clients, operating on a subscription-style recurring fee model with annual billing and no commissions or product sales. TIA's core offering is the construction and ongoing management of separately managed accounts, in which each client's portfolio is built around individual suitability requirements, risk parameters, and asset allocation preferences, then actively monitored and rebalanced.

The firm's underlying service architecture is its four-step 'TIA Experience' process: a Discovery Meeting to identify client goals and constraints; Portfolio Construction that combines asset allocation with specific individual security selection; Implementation that puts the customized plan into action; and a Monitor & Update stage in which the Investment Committee reviews portfolios daily and adjusts positions as needed. Portfolios are managed as separately managed accounts rather than pooled funds, which the firm uses to differentiate by managing both the client relationship and the underlying investments directly. Distribution is intentionally narrow: TIA acquires clients through direct outreach and referrals and does not run digital marketing campaigns or operate mobile apps, APIs, or external integrations.

TIA is privately held by Burton Street through Street Capital Partners, LLC, which acquired the firm in June 2020. The Investment Committee combines more than 140 years of financial services experience across senior leaders with tenures ranging from 25 to 35+ years. Revenue is generated entirely from advisory fees, with no disclosed pricing schedule and no published financials; the firm is registered with the SEC and operates as an Indiana LLC with 11-50 employees.

Name

Trust Investment Advisors

Legal name

Trust Investment Advisors, LLC

Website

https://www.tiadvisors.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Trust Investment Advisors is a fee-only, SEC-registered investment advisory firm in Indianapolis providing customized separately managed account portfolio management to high-net-worth individuals and institutional clients through a four-step advisor-led process with daily Investment Committee oversight.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Investment advisory services
• Customized portfolio management
• Wealth management advisory
• Fiduciary financial advice
• Separately managed accounts

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-only investment advisory services where the firm is compensated solely by client fees rather than commissions or product sales, aligning interests with clients. The firm manages customized portfolios for individual clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Trust Investment Advisors is a fee-only, fiduciary SEC-registered investment advisory firm that provides customized portfolio management for high-net-worth individuals and institutional clients. The firm builds separately managed accounts for each client, combining asset allocation with individual security selection, and monitors those portfolios daily through its Investment Committee. Service is delivered through a structured four-step experience: Discovery Meeting, Portfolio Construction, Implementation, and Monitor & Update.

Product overview

Trust Investment Advisors (TIA) is a registered investment advisory firm offering personalized investment management services. The company provides customized portfolio management, where the Investment Committee manages client relationships along with specific investments in each separately managed account. The firm differentiates itself through its Investment Committee with over 140 years of combined experience navigating market cycles, delivering the TIA Experience through a structured four-step process: Discovery Meeting, Portfolio Construction, Implementation, and Monitor & Update. TIA's team includes portfolio managers and trading specialists serving high net-worth individuals and institutional clients, primarily in the Indianapolis area.

Differentiator

Problem solved

Functional benefit

Products and services

• Customized Portfolio Management (Separately Managed Accounts) Fee-only, fiduciary customized portfolio management delivered through separately managed accounts that combine asset allocation with individual security selection, tailored to each client's specific suitability and risk parameters. Designed for high-net-worth individuals and institutional clients.
• The TIA Experience (Discovery, Construction, Implementation, Monitor & Update) Structured four-step client engagement process: Discovery Meeting to identify client situation and goals; customized Portfolio Construction based on agreed risk parameters; Implementation combining asset allocation with individual security selection; and ongoing daily Monitoring & Updates by the Investment Committee with review meetings held as frequently as the client desires.
• Equity Trading and Covered Call Options Management Active equity trading and covered call options execution managed within client portfolios as part of TIA's customized portfolio management. The function is led by an Assistant Vice President & Manager of Equity Trading and Covered Call Options who also serves on the Investment Committee.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Fisher Investments: Fisher Investments is a large fee-only RIA primarily serving HNW and institutional clients with active portfolio management. Comparable due to similar fee-only fiduciary model and active management approach; significantly larger scale than TIA.
• Hightower Advisors: Hightower Advisors is a national fee-based RIA serving HNW individuals, families, and institutions with customized wealth management. Directly comparable to TIA via fee-only/team-based model, HNW client focus, and founder-led growth trajectory through both organic referrals and advisor recruiting.
• Creative Planning: Creative Planning is one of the largest independent fee-only RIAs in the U.S., serving HNW and institutional clients with comprehensive wealth management. Comparable on fee-only fiduciary model and HNW/UHNW client focus, though at materially larger scale.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA serving HNW and institutional clients with comprehensive wealth management. Comparable via similar fee-only RIA structure, customized portfolio approach for HNW clients, and growth through both organic and inorganic channels.
• Mercer Advisors: Mercer Advisors is a national RIA providing wealth management and family office services to HNW and UHNW clients. Comparable via similar fee-only RIA structure, customized portfolio approach, and growth through both organic channels and advisor acquisitions.
• Bessemer Trust: Bessemer Trust is a wealth advisory firm specializing in HNW and UHNW family wealth management with a fee-based fiduciary model. Comparable due to similar fee-based fiduciary structure and high-touch customized portfolio approach for HNW family clients.

Broad incumbents

• Goldman Sachs Private Wealth Management: Goldman Sachs Private Wealth serves UHNW clients with investment advisory and wealth planning services globally. Comparable as a broad incumbent offering customized portfolios to HNW/UHNW clients at materially larger scale than TIA.
• Morgan Stanley Wealth Management: Morgan Stanley Wealth Management serves HNW and UHNW clients with investment advisory and wealth planning services. Comparable as a broad incumbent offering customized fee-based advisory solutions in the same client segments as TIA.
• Merrill Lynch Wealth Management: Merrill Lynch Wealth Management is one of the largest wealth advisory operations globally, serving HNW and UHNW clients with customized portfolio management. Comparable as a broad incumbent targeting the same client segments; scale is several orders larger than TIA.
• Robert W. Baird & Co. Robert W. Baird is a full-service wealth management firm offering investment advisory and brokerage services nationwide. Comparable as a broad incumbent offering similar fee-based advisory to HNW clients; notably, TIA's founder Burton Street previously served there in branch management and portfolio management roles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/trust-investment-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trust Investment Advisors