INVESTMENT TRUST COMPANY

Member Description

Welcome to Investment Trust Company, Colorado's Leader in Family Trust and Wealth Management. Investment Trust has a history of over 40 years of providing wealth management and trust services. One of only two independent trust companies in Colorado, Investment Trust is known for its client-first personal and relational approach to serving its loyal clientele, while offering a sophisticated investment process.
By combining the in-house portfolio management expertise of an institutional money manager with the fiduciary, financial counseling and custody capabilities of a personal trust company, Investment Trust is one of Colorado?s largest independent asset management and trust organizations.

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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
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May 21, 2013
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FINRA Won't Drop BrokerCheck Link Rule

Advisors who hate the idea of linking to BrokerCheck on their websites and other online communications are not out of the woods. Despite pulling its proposal last month, FINRA staff say it's not dead....More
May 21, 2013
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Firms Need to be More than Just Compliant

FINRA's Rick Ketchum tells firms they need to be willing to move beyond just compliance to win back investor trust....More

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