InvesTrust

InvesTrust InvesTrust is a trust company located in Oklahoma City At InvesTrust we specialize in personal and institutional investments.

These services include IRA's, personal and institutional trusts, investment management, custody services, and company retirement plans, like 401(k)'s.

Retirement doesn’t automatically mean your 401(k) has to move. More plans now let retirees keep their money in place, se...
05/31/2026

Retirement doesn’t automatically mean your 401(k) has to move. More plans now let retirees keep their money in place, set up regular income payments, and access new retirement-focused features.

Before rolling everything into an IRA, it’s worth understanding all your options.

Companies increasingly are allowing more flexibility with withdrawals, and some are offering annuity options.

Trying to be more financially responsible in 2026? Three tips: - Make credit card payments the responsible way- Know the...
05/11/2026

Trying to be more financially responsible in 2026? Three tips:
- Make credit card payments the responsible way
- Know the difference between needs and wants
- Put money into an emergency fund - even if it's small

Learn how:

Just being able to make your credit card payments isn't enough. Here are some tips on how to become more financially responsible.

If you’ve felt sidelined by the real estate market in years past, it’s fair to wonder whether 2026 finally looks differe...
04/14/2026

If you’ve felt sidelined by the real estate market in years past, it’s fair to wonder whether 2026 finally looks different. Find out what experts are predicting:

The housing market outlook for next year includes marginally lower mortgage rates and cooling home prices. Learn what to expect in 2026 and how to prepare now.

Here are some basic ways to lower your tax liability for your 2025 return.
03/22/2026

Here are some basic ways to lower your tax liability for your 2025 return.

Tax season has begun, but there are still ways for retirees to reduce their 2025 tax bill.

Keeping more of your money in retirement is your end goal, and tax time offers ways to maximize your nest egg. Here are ...
02/08/2026

Keeping more of your money in retirement is your end goal, and tax time offers ways to maximize your nest egg. Here are some basic ways to lower your tax liability for your 2025 return.

Tax season has begun, but there are still ways for retirees to reduce their 2025 tax bill.

Preparing for retirement? Check out a few savings strategies from  financial experts to help get you on track.
11/22/2025

Preparing for retirement? Check out a few savings strategies from financial experts to help get you on track.

Don't know how much you need to save for retirement? Saving early, understanding when you plan to retire, and knowing how you want to spend your retirement can help take the guesswork out of saving.

"I believe that I could have been savvier if I’d known several things from the start."
11/03/2025

"I believe that I could have been savvier if I’d known several things from the start."

A personal finance writer shares why investing shouldn't have been exciting for a beginner and why they should have used a tax-advantaged investment account.

When making choices about money, emotions can be a complicating factor. Here's how to avoid emotional investing:
10/19/2025

When making choices about money, emotions can be a complicating factor. Here's how to avoid emotional investing:

CNBC Select's resident financial advisor points out some common emotional pitfalls with investing.

Address

5100 N Classen Boulevard, Ste 620
Oklahoma City, OK
73118

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when InvesTrust posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to InvesTrust:

Share