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Investment Management: Policy Formulation
DIVERSIFIED MUTUAL FUND SERVICE
For many investor portfolios that may not require the benefits of tax efficiency associated with individual securities, or also may desire increased “multi-manager, multi-style” portfolio management, Investors Independent Trust Company is able to deliver a truly progressive service in concert with one of the nation's leading investment advisors of mutual funds. With a strategic business alliance with Federated Investors, Inc., we are able to manage such portfolios with a service called PRISM II which features:
  • Five distinct investment strategies, or models, spanning the risk and return spectrum.
  • Each model will have a different asset allocation to the traditional classes.
  • Clients may invest in the strategy that is aligned with their specific return and risk profile.
  • Each model is comprised of no-load mutual funds, and is allocated among different ”best-in-class” investment managers for asset and style diversification.
  • Models are automatically rebalanced quarterly so that the model is always managed according to the objective of that model.
The benefit to you is a low cost way in which to invest in a diversified portfolio of quality, no-load mutual funds that have built-in due diligence of the funds and the managers of these funds. This ensures the model will always be managed to the risk and return parameters that are established, and if a particular fund is not performing as intended, the fiduciary oversight that is provided can quickly replace the underperforming fund with a similar one that will meet our expectations on your behalf.

PRISM II is a proprietary service of Investors Trust, and can not be found at any other local organization.

Tax Efficiency

Diversified Mutual Fund Service

Performance Measurement

 

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