When Tri-Star Trust was founded in 2000, the founders set out to create a different kind of wealth management firm — one that holds itself to a higher fiduciary standard and one that makes a lasting difference in the lives of all they serve. Their previous experience in the financial services industry made them aware of corporate-centered practices — such as pushing specific products on clients — that did not ring true with them. They wanted to introduce a client-centered firm that takes a genuine, personal interest in its clients, employees, and the community.
Our founders connected with some of the community’s leading figures who share these same core values. These leaders, whose names are synonymous with giving back to the community, have become valued shareholders and board members.
Through strong relationships and an intentional purpose, we have grown to a staff of more than 50 professionals, managing over $2 billion in client assets, contributing to more than 160 local nonprofits, and expanding to four convenient locations in central Michigan (Saginaw, Lansing, Midland and Frankenmuth).
Since 2000, our services have been focused on financial planning, investment management, trust administration, corporate retirement planning, and philanthropic solutions for our clients.