Our History
InTrust is a investment boutique that utilizes Market Adaptive Investment Solution (i.e., trend following and price momentum strategies) to help its clients attempt to generate enhanced returns regardless of the market environment. Our team oriented, customized approach attempts to help our clients reach their goals and objectives faster than traditional “buy and hold” strategies utilizing the entire universe of ETF securities.
Our unique history began in October 1997, when InTrust was formed as a multi-client family office. The company’s founder and CEO, Jeff Diercks, combined multiple dedicated family office practices into a single firm.
Family offices traditionally utilize a number of investment related services over multiple accounts so InTrust Advisors became a registered investment advisor in that same year. As is the case with many advisory firms, InTrust grew by managing the mostly non-discretionary accounts of its family office clients and by attracting friends and family money that it managed on a discretionary basis.
Hedge funds have always been a staple of a ultra wealthy client and the firm’s CEO already had several years of experience in this area prior to InTrust’s formation. After the firm’s founding, the popularity of hedge funds increased and so did the firm’s expertise in this unique niche.
In 2000, the firm offered its first hedge fund product – the InTrust Advisors Multi-Manager Fund, L.P. The firm also began managing separate account allocations to hedge funds for private placement life and annuity clients. This experience allowed the firm to become one of the most experienced hedge fund asset allocators to the private placement life and annuity policies industry.
In the summer of 2007, the firm began perfecting its Market Adaptive Portfolio Strategies (MAPS) and focused its effort on refining its internal investment management capabilities. The firm had run a single MAPS solution since 2003 with great success and saw a more robust version of this adaptive technology as a way to help clients achieve their dreams and objectives.
Today, the firm offers clients five (5) model ETF investment portfolios that fit just about any risk / return profile. It also continues to assist high net worth and institutional clients access to other unique solutions, like its Active Hedge Overlay. This unique solution is essentially portfolio protection for a client’s existing equity portfolio that may be managed by InTrust or another firm. However, unlike straight hedging solutions, the Active Hedge also adds performance and some risk reduction during upward moves in the market.
Finally, the firm offers a unique, but simple customized ETF investment solution for high net worth and institutional clients called our Personalized Portfolio Solution. This highly effective solution uses our trend following models to be in the market when it is in confirmed bull markets and moves aside to cash, gold or treasury ETFs when it is in a confirmed bear market. Our research has shown that the simple process of moving aside can add almost 3% annually to long-term client returns….a significant improvement over a pure “buy and hold” strategy.
