Investors Trust Company
Why pick this one
Investors Trust, founded in 2004, provides customized investment management, financial planning, and trustee services through a North Carolina fee-based trust company.
Best for
- Affluent individuals seeking customized investment management
- Business owners and entrepreneurs planning for long-term wealth
- Families managing generational wealth
- Retirees needing current income and portfolio access
- Clients planning for education costs, retirement, philanthropy, or legacy preservation
- Endowments and foundations requiring investment management
Look elsewhere if
- Clients seeking purely transactional investment services
- Small accounts that do not fit the firm's selective client-mandate approach
- Clients seeking a local service area outside the firm's North Carolina focus
Specialties
- customized investment management
- financial planning
- trustee services
- active equity strategies
- growth equity strategy
- equity select strategy
- blue chip dividend strategy
- asset allocation fund model
- investment policy statements
- strategic and tactical asset allocation
- portfolio risk management
Certifications
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Certified Trust and Financial Advisor (CTFA)
- Accredited Estate Planner (AEP)
What makes them different
- North Carolina-based independent fee-based state-chartered trust company
- In-house investment team with CFA designations
- Customized investment solutions based on fundamental analysis and quantitative research
- Client teams include a relationship manager, portfolio advisor, and client service specialist
- Accepts new client mandates at a measured pace to sustain service standards
- Response time
- respond promptly
- Years in business
- 22
Distilled from this business's own website.
Contact & Location
- Address
- 121 N Columbia St, Chapel Hill, NC 27514
- Phone
- 9199452600
- Website
- https://www.invtrust.com/
Services
- investment management
- financial planning
- trust services
- portfolio management
- equity and fixed income strategies
- retirement planning
- legacy and philanthropic planning