Colorado’s Leader in Family Trust
and Wealth Management
Welcome to Investment Trust Company, Colorado's Leader in Family Trust and Wealth Management. Investment Trust has a history of over 40 years of providing wealth management and trust services. One of only two independent trust companies in Colorado, Investment Trust is known for its client-first personal and relational approach to serving its loyal clientele, while offering a sophisticated investment process.
By combining the in-house portfolio management expertise of an institutional money manager with the fiduciary, financial counseling and custody capabilities of a personal trust company, Investment Trust is one of Colorado’s largest independent asset management and trust organizations.
Investment Trust is personally owned and managed by its principals. All of the firm’s senior professionals work directly with clients and set the high standards of integrity and professionalism to which Investment Trust is committed. Currently, more than 125 high net worth families and foundations look to Investment Trust to provide a broad range of investment and fiduciary services:
- • Portfolio Management
- • Financial Counseling
- • Policy Development
- • Asset Allocation
- • Fiduciary (Trust) Services
- • Charitable Trust Administration
- • Fiduciary Tax Preparation
- • Performance Measurement
- • Custody Services
- • Family Office Services
Our new website, to be launched this summer, will feature a complete overview of our investment and fiduciary services. In the meantime, please call us at our Denver or Colorado Springs office or email . Current Investment Trust clients can continue to access their personal account information at WealthView.