Intrust Advisors - Reaching Client Objectives Using Exchange-traded Funds
In especially volatile economic times, the drive to invest money wisely becomes more poignant
. Traditional money-management strategies are examined with hesitation: just because an investment portfolio behaved well once before does not dictate its success in the future. Hindsight has recently taught us that savvy investors need to consider market trends, market volatility and new investment vehicles; they need to recognize excessive risk and the potential for an institution to collect toxic assets. Far from straightforward, an investors job has been complicated manyfold by the stress thrust upon the global economy. There are, however, firms that are wisely learning from the mistakes and ill-judgments of the past and developing new investment strategies using non-traditional investment vehicles.
InTrust Advisors, a Florida-based investment boutique, has taken the investment path less traveled. In the early 1990s, a new type of investment vehicle, exchange-traded funds, or ETFs, was in its infancy. Designed as an alternative to stocks and open-ended mutual funds, an exchange-traded fund is a portfolio of securities, a basket of securities that is tradable like an individual stock on major stock exchanges. Popularity of this new product boomed. In the United States, more than 845 listed ETFs represented over $543 billion in assets as of December 31, 2008. InTrust recognized the potential of exchange-traded funds, harnessed their advantage and applied its own specialized investment strategy to reach client objectives.
The EFT in and of itself offers several advantages, relative to stocks and open-ended mutual funds, to an investment client. First, exchange-traded funds are more tax efficient, operating with fewer taxable events and only being subjected to capital gains tax upon final sale of the EFT. Second, exchange-traded funds are more liquid, reflecting the liquidity of the underlying securities in the constituent. Thirdly, EFTs are required to maintain a higher level of transparency, fully disclosed all holdings daily. However, not all EFTs are created equal.
InTrust Advisors has developed five unique ETF portfolios designed to be cost and tax efficient, that follow the exclusive InTrust trend following and price momentum models. InTrusts Market Adaptive Investment Solution (MAPS) is the "special sauce" that capitalizes on the investment power of the exchange-traded fund. This strategy adapts to changes in the market so as to maximize the return on a clients investment and realize returns faster. Though a market may dip or rise dramatically, InTrusts MAPS helps retain balance better than traditional "buy and hold" strategies.
For high net-worth clients, InTrust Advisors is also pleased to offer customized exchange-traded fund investment solutions. The Personalized Portfolio Solution uses InTrust's trend following models to actively trade in confirmed bull markets and transfer to cash, gold or treasury exchange-traded funds in confirmed bear markets. InTrusts research indicates that the discipline of such bear-bull reactive activity can add, annually, nearly 3% to long-term returns.
Born of a multi-client family in 1997, InTrust Advisors continues to be run by its founder and CEO, Jeff Diercks.
For more information on EFTs and MAPS, visit InTrustAdvisors.
by: Toan Dinh
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