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Investment Trust Company provides institutional-quality taxable and municipal fixed-income management to high net worth individuals and families. We fully integrate our fixed income approach into the organization’s asset allocation and wealth management philosophy.

Our fixed income approach is proactive, not “buy and hold” or simple “laddered” bond portfolios. Bond maturities are limited to the intermediate term (2-10 year maturity) as this segment of the market has historically offered a more favorable risk-return profile. U.S. government, agency and investment grade corporate and municipal bonds comprise the bulk of portfolio holdings. Portfolio turnover remains modest. We focus on identifying both opportunities and risks in the taxable and municipal markets.

For taxable clients, portfolios are often comprised of both municipal and taxable securities based on the unique tax situation of the individual client with the goal being to optimize after-tax return.

All cash balances in accounts are invested nightly in high-quality institutional-level taxable or tax-exempt money market funds.



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