Investment Management

Our investment management process

Your investment portfolio is constructed, based on your unique objectives and goals, with sound wealth preservation and growth strategies and managed on an after-tax basis.

We begin by setting an asset allocation based on your situation. Leveraging our seasoned, in house team of investment management professionals, we identify the best independent managers and/or investment vehicles to meet your objectives. By serving multiple families, we are able to access top quality investments and benefit from efficient operations.

Disciplined Financial Oversight and Monitoring

The 1911 Trust Company investment committee oversees all of the firm's investment decisions. As independent wealth managers, with strict organizational policies and procedures in place, we apply institutional discipline, extensive experience, and client-first ethical standards to ensure there are no conflicts of interest in selecting the best investment management strategies to safeguard your family's wealth for the future.

To stay on top of today's dynamic market environment, we continue to conduct ongoing manager analysis and due diligence, monitor concentrated positions, and alternative investments to maximize growth and tax-efficiency of the portfolio. Independent custody and investment reporting services ensure objective performance analysis and full transparency.

An investment process centered around you

Asset Management Process