Wealth Management Services

Our wealth management 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.

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

• Trend following and price momentum based investment strategies that tend to zig when markets zag (i.e., uncorrelated);

• Traditional passive buy and hold portfolios with unique bear market protection;

• Customized investment solutions to meet your specific needs, as well as, model ETF portfolios;

• Strategies attempt to enhance portfolio returns in most markets, while maintaining diversification;

• Disciplined/measured approach;

• Robust risk management process that seeks to preserve capital;

• Many portfolios change exposure to markets as risk changes;

• Full transparency and daily liquidity via our separate account solutions;

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.

InTrust Advisors, Inc. ♦ Tampa, Florida ♦ Phone: 813-253-2388