Our independence and fiduciary responsibility set us apart from other financial advisors and give our clients the confidence that they have made the best choice in selecting Investment Trust Company for their investment management and trust needs.

• Private Wealth Management is the organization’s sole focus.

• Because we are a local, management-owned company, we have a vested interest in providing personalized, professional services of the highest quality. We maintain a client retention rate that is considerably above industry standards with many of our clients having been with us for over a decade.

• Clients work directly with the organization’s senior executives who provide each client with their expertise in overall financial strategies, policy development, asset allocation, portfolio management and trust related services

• As fiduciaries, we are free to serve as advocates for our clients and are unencumbered by ties to specific products or institutional requirements. Our investment recommendations are fair, objective, and focused exclusively on meeting the objectives of those we serve. We are not brokers and do not earn commissions selling products. Our interests are aligned with our clients, as our only compensation is a fee based on assets under management.

• We are discreet and conduct all client business in strict confidence.