Managing and preserving your wealthContact Us
Family ServicesInvestment ManagementSTRATEGIC
PORTFOLIO
MANAGEMENT
MULTI-CLASS
INVESTMENT
MANAGEMENT

EQUITY
MANAGEMENT

FIXED INCOME
MANAGEMENT

ALTERNATIVE
INVESTMENTS

INVESTMENT POLICY
FORMULATION
Succession and Legacy PlanningRetirement ServicesOur CompanyFAQsAccount AccessAffiliatesInvestors Independent Trust Company
Investment Management: Asset Management
FIXED INCOME MANAGEMENT
Investors Trust believes that bonds in a portfolio have a specific role based on the following principles:
  • To generate investment income.
  • To return principal at a specific future date.
  • To provide immediate liquidity if needed.
  • To complement the risks associated with equity investing, therefore acting as a portfolio risk management tool.

As a result, we believe that an intermediate maturity structure of highly-rated fixed income securities is the best approach to managing bonds. This preference also enables us to manage bond portfolios consistent with our stated principles, and to build enhanced portfolio diversification of assets.

Multi-class Investment Management

Equity Management

Fixed Income Management

Alternative Investments

 

HOME | FAMILY SERVICES | INVESTMENT | SUCCESSION | RETIREMENT | OUR COMPANY | FAQS | ACCOUNT ACCESS | CONTACT US | AFFILIATES