Investment Management Services

InTrust Advisors is a full service registered investment advisor serving individuals, institutions and other advisers.  Our investment advisory process helps our clients make smarter decisions with their financial resources.  Our goal is to help you make prudent, informed decisions about your finances, while accessing our unique solutions, thereby putting you in the driver’s seat to greater flexibility, peace of mind and financial security.

Whether it is a customized portfolio specifically tailored to your needs or one of our model ETF portfolios, our mission is to be indispensable in helping you reach your financials goals and objectives through a prudent wealth management process that is performed with uncompromising integrity, demonstrated Christian values, and unparalleled service.

Here are just a few of the areas of strategic focus in our investment process:

  • Focus on trend following and price momentum investment management solutions;  These strategies tend to outperform over the long-term and in many cases zig when markets zag (highly uncorrelated to markets);
  • Strategies attempt to enhance portfolio returns in most markets, while maintaining diversification;
  • Maintain a disciplined/measured approach;
  • Robust portfolio risk management process that seeks to preserve capital;
  • Flexible bias portfolios that change exposure to markets;
  • Full transparency and liquidity via our separate account solutions;
  • Customized investment solutions to meet your specific needs, as well as, model ETF portfolios

We offer two primary solutions for our clients; they are the series of Market Adaptive Portfolio Strategies and our customized Personalized Portfolio Solution. You can find out more about each solution on the links to the right of the page.

Market Adaptive Portfolio Strategies Overview

A trend following and price momentum strategy.

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Personalized Portfolio Solution

An enhanced “Buy and Hold” strategy.

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