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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