An integrated team of senior professionals manage all of Investment Trust Company’s balanced, equity and fixed-income portfolios. The members of the team have an average of more than twenty years of investment experience and bring their collective skills and perspective to managing multi-asset portfolios under various market conditions.

Initially, portfolio managers spend considerable time with clients developing a customized policy and asset allocation plan based on each client’s unique needs and objectives.

Once the asset allocation decision is made, our objective is to maximize after-tax returns through a disciplined, risk-controlled investment process.

In addition to strong equity and fixed-income backgrounds, members of the portfolio management team are particularly adept at transitioning existing portfolios and managing historical low-cost basis holdings.