Matthew King

Senior Economics Student at Michigan State University | Investment Intern at Tri-Star Trust

Role: Investment Intern at Tri-Star Trust
Location: East Lansing, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Matthew King

I am a current Economics major at Michigan State University, double minoring in Financial…

Experience

Investment Intern
Tri-Star Trust
May 2025 — Present · Lansing, MI, US
Create benchmarks using Morningstar to present client returns respective to given benchmarks. Rebalance client accounts to maintain Tri-Star model allocations.Use various tax strategies to properly manage client portfolios. Assess clients Risk Tolerance and recommend investment plans to optimize returns given risk tolerance.Research markets to keep Investment Team informed on global news, allowing us to adjust models and asset managers.

Education

Michigan State University
Bachelor of Arts - BA
2022 — 2026

Contact information

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Work email
•••••@tristartrust.com
Personal email
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Current company

Tri-Star Trust

Financial Services · 73 employees · Founded 2000 · Saginaw, Michigan, United States

At Tri-Star, there’s a purpose to all we do. A higher purpose. One that we state plainly and refer to regularly of “Building caring, genuine relationships that strengthen families and transform our communities.\" People are our business. Our clients\' families and futures are the focus of all our efforts at Tri-Star Trust. As a locally-based, community-focused business, we\'re striving for something greater than ourselves and our bottom line. Let us help you create a financial strategy that fits for your family, business, or non-profit. 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). We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day? Why Tri-Star- We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special- We act in good faith and hold ourselves to a higher fiduciary standard- We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities. Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve. We currently serve over 1,100 relationships and manage over $2 billion in client assets while maintaining 98% client retention. Please visit our website at to learn more.

tristartrust.com

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