Why InTrust Is Unique

At InTrust Advisors, we are unique among registered investment advisors:

First, we are active investment managers that utilize trend following and price momentum models to help us make investment decisions. Trend Following is a trading, or investment strategy that seeks to capture the majority of a price trend, up or down, for profit. 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.

Second, we primarily utilize Exchange Traded Funds  or ETFs Securities to implement our investment ideas. ETF's are a low cost, basket of securities that trade 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 have 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).

Third, each of our ETF investment solutions is customized for you. Whether its our Market Adaptive Portfolio Solution or our Active Hedge Solution, we analyze your needs recommend just the right solution.

Fourth, we utilize a robust portfolio risk management process helps us to capture gains before they become losses and protect your hard earned capital from serious market events. Additionally, our separately managed account products offer both complete transparency and liquidity within an account that is titled in your name, not a fund name.

Fifth, as a small investment boutique, we are fully independent and work solely for you.  We have no ties to other brokerage, mutual fund or money management firms. Therefore there is no risk of a Lehman or Bear Stearns type event with us.

Sixth, our advisory fees are structured such that we are partners with you and 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.

Finally, 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 will make every attempt to help them achieve their specific objectives. Why don't you give us a call and see if we can help you achieve your dreams?