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Investment Management


INTRUST will work with you to understand your financial needs, objectives and goals. An investment plan exclusively tailored to your unique financial needs will be created. This plan will serve as the foundation for our investment decisions.

Managing investments in a tax-efficient manner can be challenging. INTRUST Wealth Management has a solution that maintains consistency with your investment objectives while taking into consideration possible tax implications.

INTRUST Wealth Management offers a variety of investment management services:
  • Premier Managed Accounts (Individual equity and bond portfolios)
  • Objectively Selected Mutual Funds
  • Tax-Exempt Bonds

We invite you to learn more.
For more information about our investment management services, contact Customer Service by e-mail or by phone, who can put you in touch with our wealth management professionals.