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Investment Management: Asset Management
MULTI-ASSET INVESTMENT MANAGEMENT
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With each investor possessing distinct investment preferences, Investors Trust utilizes a multi-class investment management approach that is customized to the clients’ specific rate of return expectations and tolerance for risk. This “one size does not fit all” investment service is guided by time-proven decision-making processes to assure your portfolio is definitely managed to your needs and financial security. Client portfolios are efficiently diversified among common stocks, bonds, money markets, and alternative asset classes for the benefit of year-to-year consistency of return and to minimize the prospects of capital loss. Our investment management service is guided by a core proposition that “our client success is aligned with our business success." This means that if you do well, we will do well resulting in alignment of mutual interests.

Overview of Asset Classes

The capital markets are comprised of various types of assets that have distinct roles in a portfolio characterized by differing risk and return parameters. Assets that may perform differently at the same point in time are said to have low correlation of returns. A well diversified portfolio will have this asset class exposure which is intended to provide more stability over time. A sample of various asset classes are shown below.

Equities Fixed Income Alternative Investments
Large Cap Growth U.S. Government Bonds Real Estate
Large Cap Value TIPS Commodities
Mid-Cap Growth Investment Grade Corp. Foreign Currency
Mid-Cap Value Junk bonds Hedge Funds
Small-Cap Growth Mortgage Bonds  
Income Adjustable Rate Bonds  
International Growth Euro Bonds  
International Value International Bonds  
Emerging Market Growth Emerging Market Bonds  
Emerging Market Value Municipal Bonds  
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