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Ti-trust, Inc.
TI-TRUST, Inc. is a national fiduciary services provider headquartered in Quincy, Illinois, with additional offices in Illinois, Missouri, Pennsylvania, Arizona, and Georgia. Founded in 1957, the firm has served individuals and institutional clients for more than 65 years, delivering highly specialized fiduciary services focused on employee benefits, personal trust, and farm services. TI-TRUST operates under high ethical standards and is staffed by experienced financial, legal, and administrative professionals, servicing clients nationwide with over $16 billion in assets under management as of December 2022. The company is regulated by the Illinois Department of Financial and Professional Regulation and employs more than 80 people.
Investment Strategy
TI-TRUST, Inc. follows a disciplined, fiduciary-focused investment philosophy centered on personalized service and long-term stewardship. The firm assembles a diversified team to craft custom strategies by first understanding clients’ goals, risk tolerance, liquidity, and tax situation. Investment management is grounded in the Prudent Investor Rule and prioritizes conflict-free advice—accepting no rebate or soft dollar compensation. The approach is holistic, combining state-of-the-art technology and seasoned judgement to meet diverse financial objectives including capital growth, income generation, and secure wealth transfer across generations. Client confidentiality and acting solely in clients’ best interests are core operating principles.
Latest 13F Filing Activity
Ti-trust, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 130 equity positions with a total 13F market value of $159M. The fund increased holdings in Vanguard Index FDS, Broadcom Inc., Vanguard Intl Equity Index F among other positions. Ti-trust, Inc. reduced exposure to Dow Inc., Moodys Corp., Honeywell Intl Inc. among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 7.91% | $12.6M | 38,278 | $232.60 | $328.17 | +$946.4K |
V VEU | VANGUARD INTL EQUITY INDEX F | 5.33% | $8.5M | 118,710 | $58.88 | $71.37 | +$520.8K |
M MSFT | MICROSOFT CORP | 3.54% | $5.6M | 10,870 | $363.09 | $517.95 | +$235.2K |
M MDY | SPDR S&P MIDCAP 400 ETF TR | 3.54% | $5.6M | 9,446 | $510.51 | $596.03 | +$317.6K |
V VB | VANGUARD INDEX FDS | 3.16% | $5.0M | 19,754 | $218.76 | $254.28 | +$360.5K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Executive Vice President and Investment Management | Quincy, IL , United States |
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