Investment Management Services
InTrust Advisors is a full service registered investment advisory firm serving individuals, institutions and other advisers. Our investment management process help our clients make smarter choices with their financial resources. Whether you are working directly with InTrust or through an affiliate advisor utilizing our investment management services, our goal is to help you make prudent, well informed decisions about your investments...putting you in the driver's seat to greater flexibility, peace of mind and investment security.
Whether it's a customized portfolio that is specifically tailored to your needs or one of our Market Adaptive Portfolio Strategies, 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 solutions;
Strategies attempt to increase portfolio returns, 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 and use of ETF securities;
Customized solutions to meet your specific needs.
We offer three primary solutions for our clients, they are the series of Market Adaptive Portfolio Strategies, our customized Personalized Portfolio Solution or the Active Hedge Overlay. You can find out more about each solution on the links to the right of the page.
