|Strategic……… “Of great importance within an integrated whole or to a planned effect….” – Webster’s Dictionary
Investment success requires time, not timing. This is why Investors Trust thinks long-term in our investment strategy and is not distracted by passing fluctuations or fads in portfolio management.
Time spent with each client allows us to understand their specific investment circumstances and objectives along with their tolerance for risk. With each client we create a detailed investment plan based on their specific long-term goals, and is sufficiently flexible to adapt to changing life events and capital market conditions. Time with each client develops a high level of personal attention and mutual understanding between the client and Investors Trust. Long-term relationships promote success, and we believe a collaborative effort between client and portfolio manager is the optimal formula for achieving investment goals.
As a result, Investors Trust’s investment management approach is highly customized to be specifically aligned with the needs of each client. We build portfolios one security at a time to incorporate our client’s objectives, rate of return, tolerance for risk, income needs, liquidity requirements, tax considerations, and other specific terms that may govern how the portfolio is to be managed.
We utilize a disciplined, well-diversified balanced approach to portfolio management incorporating a fundamental belief that each asset class has a specific function within the portfolio, and each asset class is to be managed as a complement to the other asset classes. A client’s portfolio is generally invested in individual securities, supported by in-depth research and selected by time-proven analytical disciplines. We strive to identify long-term investment themes which we believe is a key to long-term success, while in the short run seeking consistency in the year-over-year rate of return.
Thinking strategically and avoiding the short-term emotions, we believe, is a key to long-term, real wealth preservation.
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