Broker Check

What We Do

Trust your investment decisions to an Independent Adviser!

At ActiTrust, we believe our independent thinking provides a broader perspective to all we do and brings increased benefits to our clients.

We help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

And answer questions such as:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?

Our experienced advisors have helped many people just like you with similar issues and concerns. We help guide, develop, and refine your long term investment plan. Our portfolio solutions are carefully implemented through the use of a thoughtfully vetted equity, fixed income and alternative investments in fee based Advisory accounts.

As with most managed accounts, fees are based on the assets held in the program rather than commissions for each trade.