AmeriTrust Investment Advisors, Inc.
A Registered Investment Advisor Offering
Financial Planning and Investment Management
AmeriTrust Investment Advisors, Inc. (AIA), a Registered Investment Advisor firm, is an affiliated company which provides financial planning and investment management services for individuals, companies and charitable organizations. 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 compensations from third parties.
Financial planning is the process of wisely managing your finances so that you can achieve your goals, while at the same time helping you navigate the financial barriers that inevitably arise im every stage of life. Managing your personal finances is ultimately your responsibility; however, you don’t have to do it alone.
The trained and experienced financial planning professionals of AmeriTrust Investment Advisors, Inc. (“AIA”) guide a client with analysis and detailed recommendations in the following areas:
- Income tax planning
- Cash management
- Investment portfolio and asset allocation
- Financial independence
- Retirement planning and distribution
- Risk management (insurance)
- Estate tax and distribution planning
- Education planning
Financial planning can help you:
- Set realistic financial and personal goals
- Assess your current financial health by examining your assets, liabilities, income, ins.urance, taxes, investments, and estate plan
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
- Put your plan into action and monitor its progress
- Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets, and tax laws
Our financial planning process includes:
An initial plan based on information gathered from the client
Implementation of recommendations made in the initial plan
Annual update and review
AIA Investment Management Services
As a Registered Investment Advisor, AIA manages individual stocks, mutual funds, bonds, and cash. Our mission is to meet each client’s unique goals and objectives, while reducing volatility and limiting the risks inherent in the securities markets. We strive to provide consistently superior investment performance over long periods of time.
Since no two clients are the same, all our relationships begin with an exploration of a client’s investment objectives and the degree of risk that will be assumed. We help the client translate these investmertt objectives into specific investment guidelines. The established guidelines define a diversified exposure to equities, fixed income securities, and cash equivalents. Investments are then implemented within the established investment guidelines.
AmeriTrust Investment Advisors, Inc?
We believe that once we get to know your family’s unique circumstances, it will in turn influence the wealth management strategy and solutions that we implement with you. Our philosophy is to craft a long-term plan of action that is designed to help you reach your family’s goals by preserving and then growing the assets you have today.
AmeriTrust Investment Advisors, Inc. Team
J. Harvie Roe, CFP®, MBA
Harvie Roe is President and Founder of AmeriTrust Corporation, an Oklahoma Trust Company located in Tulsa, Oklahoma. The firm provides Fee-Only financial services including investment management, trust administration, and personal financial planning. He was previously...
Kenny Brown, Jr, MBA
Kenny joined AmeriTrust in 2017 as Assistant Vice President and Portfolio Manager, bringing more than 10 years of career experience in the trust and financial services industry. In 2019 he was named VP, Business Development and in 2021 he became Senior Vice President...
Ron Dugan, CFA®, CPA
Ron joined AmeriTrust in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high net worth individuals. Prior to...
Laurie Saint, CPA
Laurie Saint has been with the financial planning department at AmeriTrust Investment Advisors, Inc. since 2002 and is committed to helping her clients reach their financial goals through comprehensive personal financial planning. She helps clients make prudent...
Myles Linhares joined AmeriTrust in 2021 as a financial planning analyst based in the Tulsa office and brings to the company eight years of experience in wealth management. AmeriTrust is a part of Argent Financial Group, a leading independent fiduciary wealth...