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OUR PHILOSOPHY IS SIMPLE: PRESERVE AND GROW YOUR WEALTH

Providing objective and unbiased advice in Tulsa for over two decades.


LETTER FROM OUR PRESIDENT

 

In 1997, our companies—AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. (AIA)—were launched to provide comprehensive wealth management services with an emphasis on personal attention and superior client service. In partnership with clients whom we have had the honor to serve for over two decades, we continue to build on our founding principles, providing a solid foundation for those we serve.  

On July 1, 2018, we merged our companies with Argent Financial Group, Inc. in order to further expand our services to help clients preserve and grow their wealth. Argent is a leading fiduciary wealth management firm with 33 trust and investment offices operating across twelve Southern states. Argent subsidiary Argent Trust Company of Oklahoma now holds the charter for AmeriTrust, but our name, leadership, location, and investment philosophy all remain consistent to continue to serve our clients in the manner they have come to expect.

We will continue to strive to provide comprehensive and objective advice with personal attention to each client we serve. Our team of dedicated, trusted associates cares deeply about our clients' well-being and financial goals. I look forward to working with you soon to craft the future you envision.


J. Harvie Roe, MBA, CFP®
President
AmeriTrust Corporation
AmeriTrust Investment Advisors, Inc.







About Our Companies

AmeriTrust Corporation (AT), is part of Argent Trust Company of Oklahoma, a chartered trust company in the State of Oklahoma. We provide full fiduciary services including investment management and trust & estate administration for all types of trusts and serves as a corporate trustee as needed. AT is supervised by the Oklahoma Banking Department.

AmeriTrust Investment Advisors, Inc. (AIA), a Registered Investment Advisor firm, is an affiliated company which provides fee-only financial planning and investment management services for individuals, companies, and charitable organizations. When you work with AIA, you will receive objective and personalized financial planning advice to help preserve and grow your wealth. All of our services are offered on a fee-only basis which means that we do not receive any commissions, rebates, finder's fees, or other forms of compensation from third parties.