I’ve heard of rotational investing. How is IA unique?
First, InTrust Advisors focuses on performance consistency. IA’s approach gives the potential to perform well in an “up market” and the ability to rotate to areas of safety or profit during prolonged market dislocations. Secondly, MAPS is based on algorithms or financial models that have been developed and tested over a number of years. Third, IA portfolios maintain holdings in all major U.S. styles, sectors, fixed income and international markets. Other firms working to capitalize on market rotations typically focus on one area of investing such as U.S. sector, leaving other important investment opportunities (international and/or style) on the table. Finally, we closely monitor portfolio risk in both new positions and in the portfolio as a whole. This means we are ready to pull sell and move to cash as positions hit their stop loss, cross their trend line or hit a target price. Protecting your capital is job one for us.
