Trust Point Inc.
Trust Point Inc. is a privately-owned, independent trust and investment management firm headquartered in La Crosse, Wisconsin. Founded in 1913, the firm serves individuals, families, businesses, nonprofits, and foundations with a comprehensive array of wealth management services, including investment management, retirement planning, trust and estate administration, and family office support. With offices in La Crosse, Minneapolis, and Eau Claire, Trust Point employs about 105 professionals, including attorneys, accountants, financial planners, and investment advisors dedicated to providing fiduciary advice and custom financial solutions.
Investment Strategy
Trust Point employs a disciplined, long-term investment approach focused on asset allocation, diversification, and risk management to meet each client’s unique financial goals. The firm emphasizes fiduciary responsibility, avoiding conflicts of interest by not engaging in revenue sharing or commissions, and instead offering custom investment management rooted in clients’ best interests. Their proven strategies are designed to secure financial futures across generations by combining holistic financial planning with tailored portfolio construction, guiding clients through complex investment, tax, and estate decisions while prioritizing consistency and stability over market timing.
Top Holdings
Equity Positions (473)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD | 20.77% | $257.2M | 1,191,684 | $171.88 | $215.79 | +$14.5M |
Q QGRW | WISDOMTREE | 12.22% | $151.3M | 2,637,754 | $41.31 | $57.36 | +$13.1M |
I ISTB | ISHARES | 6.80% | $84.2M | 1,723,373 | $47.61 | $48.84 | +$2.0M |
V VV | VANGUARD | 5.39% | $66.7M | 216,661 | $224.50 | $307.86 | +$4.2M |
P PFG | PRINCIPAL FINANCIAL GROUP INC | 2.47% | $30.6M | 369,624 | $79.28 | $82.91 | +$1.3M |