"Be fearful when others are greedy and greedy only when others are fearful." ― Warren Buffett
A DISCIPLINED, MULTI-FACTOR APPROACH TO WEALTH MANAGEMENT
At InTrust Advisors, our investment philosophy is rooted in discipline, diversification, and dynamic risk management. We offer a suite of strategies tailored to meet the unique needs of high-net-worth individuals, each designed to deliver long-term growth, income, and downside protection.
Example Multi-Disciplined Portfolio
|
Potentially Make More & Worry Less
|
See the Disclosures below for more information and definitions.
Depending on your needs and goals, your advisor will recommend an approach that is right for you, either Passive, Active or a combination of both that we call a Multi-Disciplined Portfolio.
PASSIVE SOLUTIONS
IA Personalized Portfolio Solution (PPS)
PPS is a customized Exchange Traded Fund (ETF) portfolio that is designed for long-term growth with capital preservation. It includes:
We use sleeves (such as a large capitalization or mid-cap sleeves) to implement our ideas across many accounts. The sleeve composition changes over time. You own individual ETFs but via an allocation to our group of sleeves for ease of management, trading and rebalancing. These sleeves are not separate entities; they are purely a method used to simplify management by us and are transparent to you.
PPS is a customized Exchange Traded Fund (ETF) portfolio that is designed for long-term growth with capital preservation. It includes:
- Two versions: Traditional buy-and-hold and a modified version that shifts to defensive assets (cash, gold, treasuries) during bear markets
- Proprietary indicators to identify market tops and bottoms
- Weekly reviews and annual rebalancing
We use sleeves (such as a large capitalization or mid-cap sleeves) to implement our ideas across many accounts. The sleeve composition changes over time. You own individual ETFs but via an allocation to our group of sleeves for ease of management, trading and rebalancing. These sleeves are not separate entities; they are purely a method used to simplify management by us and are transparent to you.
|
|
ACTIVE SOLUTIONS
IA Equity Value
This strategy is ideal for investors seeking high dividend exposure with reduced volatility. It combines:
IA Equity Growth
Focused on growth-oriented investors, this strategy selects:
IA Equity Balanced
For clients seeking both dividend income and bond diversification, this strategy blends:
IA Tactical Equity
This strategy is built for investors who want global diversification and are comfortable with higher volatility. It features:
This strategy is ideal for investors seeking high dividend exposure with reduced volatility. It combines:
- Top-yielding stocks from the Dow Jones Industrial Average, supplemented with complementary positions outside the index.
- Annual rebalancing to maintain optimal dividend yield and portfolio quality.
- A proprietary Active Hedge using long/short signals on high beta ETFs or mutual funds to protect or enhance performance.
IA Equity Growth
Focused on growth-oriented investors, this strategy selects:
- Top-performing stocks from the Dow Jones Industrial Average and beyond, based on six-month performance metrics.
- Monthly rebalancing to maintain exposure to leading growth names.
- The same Active Hedge methodology as IA Equity Value, offering downside protection and performance enhancement.
IA Equity Balanced
For clients seeking both dividend income and bond diversification, this strategy blends:
- The IA Equity Value portfolio
- A complementary hedge position
- Select bond ETFs or mutual funds in a 70/30 or 60/40 equity/bond allocation
IA Tactical Equity
This strategy is built for investors who want global diversification and are comfortable with higher volatility. It features:
- ETF rotation into outperforming sectors using trend-following models
- Up to 10 long and short positions, designed to mirror the risk profile of the S&P 500
- Continuous review of trend signals and weekly ETF performance assessments
Get a Second Opinion on Your Investments
A Free, No-Obligation Review to Help You Invest with Confidence
Are you wondering if your current investment strategy is truly working for you? Whether you're managing your own portfolio or working with another advisor, our Second Opinion service offers a fresh, professional perspective—at no cost to you.
DISCLOSURES
This is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security or investment product. The information provided herein is not intended as investment, tax, or legal advice. Please consult your own advisors before making any financial decisions.
No representation, warranty, or undertaking, express or implied, is given as to the accuracy or completeness of the information contained in this material by any person; no reliance may be placed for any purpose on such information; and no liability is accepted by any person for the accuracy and completeness of any such information.
Past performance is not indicative of future results. All investments carry risk, and there is no guarantee that any strategy will achieve its objectives or results in line with those presented in this material.
Fees for advisory and planning services are outlined in your client agreement and may vary based on the complexity of your financial situation and the level of service selected.
All client information is treated as confidential and will not be shared without your express consent, except as required by law.
InTrust Advisors is a registered investment advisor. Registration does not imply a certain level of skill or training.
Financial planning tools, projections, and hypothetical portfolios are based on assumptions and information provided by the client. Actual results may differ materially from those illustrated. Hypothetical portfolios shown have not been adjusted for management fees, commissions, or slippage and are for concept demonstration purposes only.
The S&P 500 Price Index is a capitalization-weighted index of the 500 leading companies from leading industries of the U.S. economy. SG CTA Trend Sub Index is a subset of the SG CTA Index and follows traders of trend-following methodologies. Indexes are unmanaged and cannot be invested in directly.
MD or Multi-Disciplined Portfolio is a hypothetical portfolio meant to show the impact of mixing trend following strategies, like those used by the managers in the IASG Trend Following Strategy Index, with more traditional strategies like buying and holding the S&P 500 Index. This portfolio has not been adjusted for management fees, commissions or slippage and is just for concept demonstration purposes.
While we strive to provide comprehensive and effective financial planning and investment management, we cannot guarantee specific outcomes or results.
This is for informational purposes only and does not constitute an offer or solicitation to buy or sell any security or investment product. The information provided herein is not intended as investment, tax, or legal advice. Please consult your own advisors before making any financial decisions.
No representation, warranty, or undertaking, express or implied, is given as to the accuracy or completeness of the information contained in this material by any person; no reliance may be placed for any purpose on such information; and no liability is accepted by any person for the accuracy and completeness of any such information.
Past performance is not indicative of future results. All investments carry risk, and there is no guarantee that any strategy will achieve its objectives or results in line with those presented in this material.
Fees for advisory and planning services are outlined in your client agreement and may vary based on the complexity of your financial situation and the level of service selected.
All client information is treated as confidential and will not be shared without your express consent, except as required by law.
InTrust Advisors is a registered investment advisor. Registration does not imply a certain level of skill or training.
Financial planning tools, projections, and hypothetical portfolios are based on assumptions and information provided by the client. Actual results may differ materially from those illustrated. Hypothetical portfolios shown have not been adjusted for management fees, commissions, or slippage and are for concept demonstration purposes only.
The S&P 500 Price Index is a capitalization-weighted index of the 500 leading companies from leading industries of the U.S. economy. SG CTA Trend Sub Index is a subset of the SG CTA Index and follows traders of trend-following methodologies. Indexes are unmanaged and cannot be invested in directly.
MD or Multi-Disciplined Portfolio is a hypothetical portfolio meant to show the impact of mixing trend following strategies, like those used by the managers in the IASG Trend Following Strategy Index, with more traditional strategies like buying and holding the S&P 500 Index. This portfolio has not been adjusted for management fees, commissions or slippage and is just for concept demonstration purposes.
While we strive to provide comprehensive and effective financial planning and investment management, we cannot guarantee specific outcomes or results.