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MANAGEMENT

INVESTMENT POLICY
FORMULATION

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DIVERSIFIED MUTUAL
FUND SERVICE

PERFORMANCE
MEASUREMENT

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Investment Management: Policy Formulation
PERFORMANCE MEASUREMENT
Investors Trust believes it is critical that clients know how their portfolio is performing in light of their overall investment policy. We employ a third-party investment performance and reporting provider who will create quarterly reports detailing your accounts rate of return and risk characteristics. This independent measurement service is a part of our overall service and offers objective and unbiased results of your portfolio.

Tax Efficiency

Diversified Mutual Fund Service

Performance Measurement

 

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