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Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

Investment Management

Investment Management

AmeriTrust provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Fee-Only Financial Planning

Fee-Only Financial Planning

AmeriTrust provides comprehensive financial planning for families in order to develop a financial blueprint and assist with implementation to achieve those goals.

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Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, AmeriTrust can expertly serve the multi-generational financial needs of your family.

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Latest News & Resources

Insights

The Morning View: September 16, 2021

The Morning View: September 16, 2021

Announced this morning, Retail Sales for August increased 0.7%, higher than expected. Nonstore retailers were especially strong during the month, while Motor vehicle & parts dealers were weak. In addition, Food services & drinking places were flat during the...

Monthly Market Update- Investment Commentary

Monthly Market Update- Investment Commentary

September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....

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