Why InTrust Is Unique

1. We utilize a unique wealth planning process to help you identify your goals and objectives and provide just the right solutions.  This process utilizes a multi-step review process spread over five client meetings (three intial meetings and two follow up meetings) to identify, recommend and implement a solution that is right for you.

 

2. We act as your personal CFO of sorts (facilitator) managing the investment portion of your planning, while working with a host of unrelated, top professionals in complimentary fields to help you achieve the balance of your planning needs.
3. We have a specialty focuess on pre- and post- retirement planning and specialized planning for Christians looking to live life more generously.

 

4. We are active investment managers, utilizing trend following and price momentum models as aids in making sound investment decisions. Trend Following is a trading or investment strategy seeking to capture the majority of a price trend, up or down, for profit. At its essence, it is a form of rules-based investing. We augment this with price momentum models that help us to find the best investment ideas among the many available in a given market trend.

 

5. We utilize Exchange Traded Funds or ETFs Securities as the primary vehicle for implementing our investment ideas. ETF’s are a low cost basket of securities trading as a single stock. They can therefore be purchased or sold during regular market hours on secondary exchanges, purchased on margin, sold short, utilize stops or limit orders on purchase and have the ability to write options. Additionally, they are available for a very wide variety of asset classes and investment themes.  Each ETF security offers full transparency on its holdings on a daily basis (compared to mutual funds which disclose holdings less frequently).

 

6. Each of our wealth management solutions is customized for you. Whether its our Market Adaptive Portfolio Solution or our Personalized Portfolio Solution, we analyze your needs and recommend the right solution or combination of solutions fitting your unique requirements.

 

7. We utilize a robust risk management process that helps us capture gains while protecting your hard earned capital from serious market events.

 

8. We are fully independent and work solely for you.  We have no ties to other brokerage, mutual fund or money management firms.

 

9. We are fee only.  Our wealth management and investment advisory fees are structured in a manner that makes us virtual partners with you, meaning that we are able to provide, world class solutions and unbiased advice.  We never charge commissions or sales charges.  Our fees are clearly spelled out in everything we do for you.

 

10. Our team of professionals has decades of experience working with both high net worth and institutional clients.  We understand the needs of our clients and make every attempt to help them achieve their specific objectives.