More than 120 wealthy families look to Investment Trust Company to provide a broad range of investment and fiduciary services. Our intent is to deliver customized solutions with the highest degree of objectivity and expertise.

Below is a partial list of our wealth management 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