About Us
At InTrust Advisors, we realize that achieving your dreams is not always easy, especially in tough economic times. This is why we have developed a series of cost efficient investment management solutions utilizing elements of our proprietary trend following and price momentum models. These models are the key to helping us meet varied client objectives. Our solutions allow you to worry less about changing times and focus more on your future goals and dreams.
This also why we offer clients a number of unique solutions aimed at helping them better understand their financial options, while making planning more effective. These include, but are not limited to:
- Investment planning and solutions
- A specialty focus on pre- and post- retirement planning
- Cash flow planning
- Annual IRA distribution planning
- Retirement plans for small businesses
- 401k and 403b rollovers
- College savings
- Specialized planning for affluent Christians
- Nonprofit and endowment fund investment consulting
- Private placement life and annuity investment planning
These unique wealth management solutions hold the key to unlocking your financial future. They allow you to seize each day with the confidence that your assets will be there today- and tomorrow. We just don’t build diverse, static portfolios for our investment advisory clients. We build investment portfolios that adapt or change with the intermediate and long-term trends of the market. We back these up with robust portfolio risk management processes that allow you to sleep well at night knowing that your assets are protected against significant, adverse market movements.
Furthermore, we build every client relationship on Christian values, mutual trust, unbiased solutions and personalized service. We do this by acting as your personal CFO of sorts (facilitator) whereby we hand the investment portion of the planning and then provide you with access to unrelated, top professionals in complimentary fields to help you complete your planning. This allows our clients to develop the peace of mind to pursue life and its many opportunities while fully realizing their dreams.
Whether you are retiring, planning for retirement, retired, just sold your business, realized a significant liquidity event, are looking to realize enhanced long-term returns, rolling over a retirement plan, or are growing wealth slowly through a disciplined investment process, using our unique wealth management processes can help you realize your goals.
