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Investment Trust Company is a fundamental research-based equity manager. Our stock selection process focuses on quality, growth and valuation characteristics. We search for common stocks of outstanding companies that we believe will exhibit consistent above-average earnings growth over the long-term leading to future stock price appreciation.

Our approach is based on risk control and broad diversification. We believe that preservation of capital is equal in importance to growth of capital. Tax-efficient equity investing is employed for taxable entities by taking into account imbedded equity gains and harvesting losses when warranted. Turnover is relatively low with all buy and sell decisions made within a highly disciplined process.

Members of our equity team average over 20 years of investment industry experience in the management of both high net worth and institutional portfolios. We oversee three distinct equity styles for clients:


SELECT FROM THE FOLLOWING:

LARGE-CAP CORE EQUITY

SMALL-CAP CORE EQUITY

INTERNATIONAL CORE EQUITY


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