Portfolio Management

Personal attention,
Expert ADvisement

We believe in diversity of investments.

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Expert Portfolio Management

Portfolio Management

Portfolio construction and management work differently at ITFS. We believe that just as there are no two individuals who are alike, neither should any two portfolios be alike.

As a Fiduciary, ITFS works directly with you and for you, putting your interest first. Our approach is to listen first, ask questions and then put together a portfolio designed specifically for you.

We believe that the diversity of your portfolio should include, diversity amongst companies, sectors, and asset class, as well as risk diversity.

Contact us to discuss further.

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