Investment Trust Company provides comprehensive
and integrated wealth management services to high net worth individuals and families. The goal of the principals of
the firm is to build a Colorado-based, employee-owned organization dedicated to a high level of specialized service and
individual attention in the management of private wealth.
We provide a broad array of services including asset allocation,
portfolio management, fiduciary (trust and custody) services, financial counseling and
family office services. As money managers, we maintain an in-house portfolio management team that makes all investment decisions.
Due to our emphasis on private wealth management, tax-efficient investing, wealth preservation and transfer strategies are integral parts of the management process.
In coordination with our clients and their other professional advisors, we work through a process which incorporates the following four steps:
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