Our founders - who were experienced executives from the trust and investment management industry - identified a business opportunity when larger financial institutions started underestimating the importance of personal service and started migrating high-net worth customers to one-size-fits-all service centers. We believed that the trust and investment clients being relegated to such call centers would value advice and personalized service from a local professional fiduciary. We sought to create a company deeply focused on clients – understanding their needs, providing advice, and delivering investment solutions to help them achieve their goals.
In early 2004, Investors Trust Company was established as a subsidiary of Investors Title Company, headquartered in Chapel Hill, North Carolina. Today, Investors Trust continues to provide clients with individualized, objective advice and exceptional service.
Our commitment to consistently put clients first has helped Investors Trust to become one of the premier investment management and financial planning advisory firms in North Carolina, with assets under management of approximately $1 billion.
At Investors Trust, we provide the highest standard of care by acting as a fiduciary. We are committed to providing objectiveadvice that represents your best interests, above our own, always. Transparency is key with everything we do. Up front, we will fully disclose our fees and any other expenses. We provide individual attention and personal interaction with a dedicated relationship team.
We believe in our people, and invest in their cumulative experience, their continuing education, and their professional and personal welfare. In return, we expect them to exceed expectations within the workplace, with our clients, and within our communities.
Meaningful insight and innovation comes from collaborative thinking. When our clients hire us, they hire a team, not an individual.
We strive to be the one place to call for all your financial issues. Our dedicated team can address a broad range of issues, from stock research to the benefits of different “flavors” of trusts.