At InTrust Advisors, we believe our #1 priority is to grow and protect your investment assets. We believe that diversification and management of portfolio risk are paramount! We strive to build multi-disciplined portfolios that include both passive and active wealth management strategies in the same allocation plan for smoother returns and the possibility of higher returns over complete market cycles.

Being diversified and managing downside risk is important knowing that no one knows where the market cycle is heading in the future. InTrust Advisors understands you worked hard for your wealth, and we make capital preservation our first priority.

​As a rule, our wealth management approach may underperform in a bull market but should significantly outperform on both a relative and absolute basis in a bear market and over complete market cycles. This results in greater peace of mind for our wealth management clients and families.

​​This is how we manage wealth:

• ​​We diversify both by asset class, and by how the differing assets are managed. 
• ​Based on our models, we may at times, raise and hold cash, or hedge the market. 
• Reducing portfolio volatility and managing risk are important pieces of our wealth management process. 
• ​We build diversified portfolios of individual stocks and/or liquid exchange traded funds (ETFs). 
• We may also use separate account managers, private equity, gold, silver, real estate or hedge funds to further manage portfolio risk. 
• ​We utilize a consistent, goals-based wealth management process.  
• ​We strive to keep underlying investment costs and expenses low. ​

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