InTrust Advisors uncommon 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. A family office is a dedicated staff of people that takes care of all the financial related needs of a single or multiple super wealthy families.
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 investment 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.
Our Expansion Into Hedge Funds
Hedge funds have always been a staple of the ultra wealthy client and the firm’s CEO already had several years of experience in this area prior to forming InTrust. As the popularity of hedge funds increased, so did the firm’s expertise in this unique niche.
In 2000, the firm offered its first hedge fund solution – 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 strategy allowed the firm to become one of the most experienced hedge fund asset allocators to the private placement life and annuity policies industry.
ETFs Allow Us to Become the Active Manager
In the summer of 2007, the firm began refining its unique investment processes and focused its efforts on developing these internal investment management capabilities. It closed its hedge fund-of-fund and resigned its position as allocator on many of its private placement life and annuity insurance accounts.
The firm had run a single active management since 2003 with great success and believed a more robust version of this adaptive technology was the best way to help its clients achieve their objectives. Trend following models were added to these active relative performance based strategies in 2009 to help the firm identify market and security tops and bottoms, as well as, provide us with the metrics to determine client exposure to the overall markets.
We Add High Level Service to Our Unique Investment Solutions
InTrust Advisors has come a long ways over its existence. Today, the firm offers planning for both affluent and high net worth clients by acting as a client's personal CFO of sorts (i.e., facilitator) managing the investment portion of their planning, while working with a host of unrelated, top professionals in complimentary fields to help you achieve the balance your planning needs.
We offer a variety of actively managed and passive investment solutions designed to fit any client’s risk / return profile. We believe as a firm that it is just important to diversify by the way your money is managed as it is to be diversified in the positions a portfolio holds. We also believe strongly in the use of Exchange Traded Funds or ETFs as a low cost vehicle for both active and passive solutions.