With each investor possessing distinct investment preferences, Investors Trust utilizes a multi-class investment management approach that is customized to the clients’ specific rate of return expectations and tolerance for risk. This “one size does not fit all” investment service is guided by time-proven decision-making processes to assure your portfolio is definitely managed to your needs and financial security. Client portfolios are efficiently diversified among common stocks, bonds, money markets, and alternative asset classes for the benefit of year-to-year consistency of return and to minimize the prospects of capital loss. Our investment management service is guided by a core proposition that “our client success is aligned with our business success." This means that if you do well, we will do well resulting in alignment of mutual interests.

The capital markets are comprised of various types of assets that have distinct roles in a portfolio characterized by differing risk and return parameters. Assets that may perform differently at the same point in time are said to have low correlation of returns. A well diversified portfolio will have this asset class exposure which is intended to provide more stability over time. A sample of various asset classes are shown below.