Frequently Asked Questions
About InTrust Advisors?
InTrust Advisors is an independent, boutique wealth management and financial planning firm based in Tampa, Florida, serving affluent families with over 25 years of experience. The firm specializes in investment management, wealth management, family office services, and comprehensive financial planning.
What comprehensive financial planning services do you offer to address my unique needs?
- Investment management
- Wealth management
- Family office services
- Financial planning
- Trust support services, including acting as Trust Protector or Family Advisor to ensure your wishes are carried out and your legacy is protected.
Who are your typical clients?
InTrust Advisors primarily serves affluent families and individuals seeking personalized financial planning, investment management, and legacy planning solutions.
What is your investment philosophy?
The firm focuses on prudent investment strategies designed to minimize portfolio volatility, protect capital, and maximize long-term, after-tax returns. InTrust Advisors acts as the CFO for your financial planning, managing complex tax, investment, and estate structures while coordinating with third-party experts as needed.
How do you provide expert guidance and tailor financial plans to my specific goals?
InTrust Advisors uses a goals-based approach, consistent communication, and personalized advice. The team collaborates with clients to design solutions tailored to their needs, leveraging technology to execute plans and keep clients informed and confident in meeting their financial goals.
How do you ensure my legacy is protected?
The firm offers comprehensive trust support, tax-efficient wealth transfer planning, estate settlement, and conservatorship asset administration to ensure your wishes are honored and your legacy is preserved.
How do you handle market volatility?
We implement disciplined investment strategies and proactive risk management to navigate market fluctuations and protect your wealth.
What strategies do you use to protect against inflation?
We utilize investment solutions that attempt to safeguard and grow your purchasing power over time.
How do you plan for healthcare costs in retirement?
We offer comprehensive healthcare planning, including long-term care insurance and health savings accounts, to cover potential medical expenses.
What is your approach to estate planning?
Our estate planning services include working with your estate planning attorney to update wills and trusts, assigning durable powers of attorney, and ensuring beneficiary designations are up to date.
How do you ensure my investments align with my overall financial plan?
We provide integrated wealth management solutions that align your investment strategy with your broader retirement, estate, and tax planning goals.
How does InTrust Advisors communicate with clients?
Clients receive frequent, meaningful communication and regular updates. The team ensures transparency and responsiveness, helping clients stay informed about their portfolios and financial plans.
Are you a fiduciary?
As a registered investment advisor, InTrust Advisors is legally required to act as a fiduciary, always placing clients’ interests first and providing transparent, unbiased advice.
How are your fees structured?
Our fees are outlined in our Form ADV Part 2 A&B in the footer of this website and page. As registered investment advisors we charge fees based on assets under management for investment management and based on flat fees, or hourly rates for our other services. Clients are encouraged to review the Form ADV Part 2 A&B carefully.
Ready to take control of your financial future? Contact us today to schedule your initial consultation.
You can schedule a free consultation with Jeff at http://calendly.com/jeffdiercks or use the contact form on our website to reach out to us.
What type of investments does the firm offer?
InTrust primarily utilizes Exchange Traded Funds (ETFs) in implementing its investment strategies.
what outside investments does iNtRUST Advisors look at for its clients?
The answer to this question is client base dependent. At present our client base is older and focused on simplification. We are NOT currently looking at:
If you are an ETF wholesaler, we are looking only at unique or niche ETF opportunities. You can email your opportunity to [email protected].
Current InTrust Advisors management will look at reasonable valued (based on historical measures) small, cash flowing businesses and small, cash flowing real estate opportunities that make financial sense.
- Private Equity
- Private Credit or Notes
- Venture Capital
- Hedge Funds
- Multi or Single-Family Housing
- Crypto
- Mutual Funds
- Derivative Products of any kind
- Individual Municipal or Taxable Bonds
If you are an ETF wholesaler, we are looking only at unique or niche ETF opportunities. You can email your opportunity to [email protected].
Current InTrust Advisors management will look at reasonable valued (based on historical measures) small, cash flowing businesses and small, cash flowing real estate opportunities that make financial sense.
Does the firm have a minimum investment account requirement?
Yes, our minimum individual or family relationship is $250,000 in investable assets.
Although InTrust Advisors has established the aforementioned fee schedule(s) and account minimums, we retain the discretion to negotiate alternative client minimums, advisory fees, or minimum account fees on a client-by-client basis.
See our Form ADV Part II A&B in the footer for more information.
Although InTrust Advisors has established the aforementioned fee schedule(s) and account minimums, we retain the discretion to negotiate alternative client minimums, advisory fees, or minimum account fees on a client-by-client basis.
See our Form ADV Part II A&B in the footer for more information.