Professional investment management and fiduciary oversight for institutions and family offices
Business professionals and affluent investors have limited time to closely monitor economic and market trends and prefer to delegate investment decision making to trusted advisors. AITC offers investment management and fiduciary oversight services for family offices, investment partnerships, and institutional clients seeking professional management of their assets.
AITC provides discretionary investment management services tailored to your specific objectives, risk tolerance, and time horizon. Our investment approach emphasizes diversification, risk management, and long-term wealth preservation while seeking appropriate returns for your situation.
For family offices, we provide comprehensive investment services including asset allocation, manager selection and oversight, and consolidated reporting. We can serve as chief investment officer or work alongside your existing team to implement your family's investment strategy.
AITC provides fiduciary and investment management services for investment partnerships. We handle administrative complexities, ensure compliance with partnership agreements, and provide investment oversight in accordance with partnership objectives.
When AITC serves as trustee or other fiduciary, we provide investment oversight in accordance with the prudent investor rule. This includes establishing investment policy, selecting and monitoring investment managers, and ensuring portfolios are managed appropriately for the beneficiaries' interests.
Our reporting provides comprehensive performance measurement, attribution analysis, and risk analytics. We deliver clear, actionable information that enables informed decision-making and helps you understand how your portfolio is performing relative to objectives and benchmarks.
As an independent trust company, AITC can provide objective investment management without the conflicts inherent in organizations that have proprietary investment products. We select investments based solely on merit and suitability for your situation. Our experienced investment professionals bring institutional-quality investment management with the personalized service expected by sophisticated investors and family offices.
Contact our investment team to discuss how we can manage your portfolio.
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