“Our clients come to us for advice on how to protect their future. We take that level of trust very seriously.”
- Dan Junkin

Independence Day

Our offices will be closed Friday July 3, 2009 in observance of Independence Day.

All transactions entered after 3:00 on Thursday, July 2, 2009, will be processed on Monday, July 6, 2009.

Who Would Have Thought - June 2nd, 2009

Who would have thought – say a month ago or a year ago – that on the day GM declared bankruptcy, the Dow Industrials would be UP by more than 220 points?

Since its apparent low on March 9, the Dow Industrial index has grown by 34%.  And even though the economy has had a more positive tone – there still has been no shortage of concerns and threats.  Thus, that 34% jump has been remarkable – in the face of scary times.

The stock market does go through cycles when it pays little attention to the bad news all around it – or conversely, to the good news all around.  Right now, it seems to be ignoring the bad news.  That is encouraging!

We recommend that our clients take the long view about stocks and bonds – and not try to time either asset class.

In conclusion, we believe that we have seen the low in the stock market and that it will trend up between now and the end of 2009 (and perhaps beyond).  But there will likely be a test of the March low.  That will not be a signal to cut and run – rather, it will be a time to stick to your long term asset allocation.

Please call us, if we can be of any assistance with your investment questions.

Welcome to InvesTrust N.A.

Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.

At InvesTrust, we give our clients peace of mind and stability. They know we protect their wealth with steadfast professionalism — with ethics and expertise that are not shaken by trends or gimmicks. Our clients trust us. We honor that trust with unique financial plans — plans that are made just for you, plans that are independent, plans that always are sure to exceed your expectations.

Trust us to create a financial foundation for you.

Services

Investment Management

InvesTrust, N.A. serves as custodian and investment manager for your assets. You receive individual management and tax efficiency on investments.

Trusts

A trust company can serve clients in several ways. The following is a brief introduction to the major investment related services which drive the type of agreement.

Special Services

Retirement Specialists

Employee benefits must be provided through an accountable and steady growth pension or 401(k) plan. Our plan information is accessible and safe for you and your employees.

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Family Office

At InvesTrust Family Office we focus on developing your family's assets. Our family office services make your life easier, while protecting and growing your wealth.

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