What Is Investors Security Trust Investment Philosophy?
The investment philosophy employed by Investors’ Security Trust Company is based on sound economic and financial principles. While short-term market conditions are considered in the day-to-day management of a client’s portfolio, the decision-making process focuses on the following characteristics; Long-Term Investment Results Diversification Fundamental Analysis Risk Management Expense Control For most of our clients, we advocate a diversified, low turnover approach to investment management emphasizing long-term goals, asset allocation among and within asset classes, including stocks, bonds, money market and real estate. Emphasis is placed on different asset classes based on a number of factors including the client’s long-term goals, time horizon, tax bracket, liquidity needs, estate planning goals, risk tolerance and overall economic conditions. Advocating low turnover, a diversified approach does not mean portfolios are passively managed. Accounts are continuously monitored and chang
