At Idaho Trust, we have one simple philosophy when it comes to investing your money. Our goal is to provide you with above average returns with less risk. At our core, we believe that it is not what you make in the up markets, it is what you don't lose in the down markets that is most important. Based on your Strategic Investment Plan, we select the right asset allocation and have the discipline to stick with it. Wealth is built over time, one dollar at a time—not by gambling with your hard-earned money by betting on a single trade or series of trades.

Strategic investing is a process, not a series of transactions. At Idaho Trust, we help you select asset allocations that produce the same return as many other options, but ones that offer the lowest level of risk given that rate of return.

Consider the “efficient portfolio” of stocks and bonds shown below. Each point on the curve maximizes the expected return for a given level of risk.

SOURCE: Stocks: S&P 500 Index. Bonds: Lehman Brothers Long-Term High Quality Government/Corporate Bond Index (1974-1975), Lehman Brothers Aggregate Bond Index (1976-2003) International stocks: MSCI AFE Index. International stocks represent one third of the total stock portfolio. All investments carry some level of risk. Past performance does not guarantee future results.

There are three unique ways that Idaho Trust diversifies your portfolio in order to control volatility and ensure long-term growth:

Multiple Asset Classes
Studies have shown that asset allocation has the greatest impact on your investment performance. By diversifying among stocks and bonds, you are able to create a more stable and efficient portfolio.

Multiple Investment Styles
Each investment manager has a distinct investment style based on two primary approaches: value and growth. While value managers concentrate on financially strong companies that are undervalued by the market, growth managers focus on companies they expect to grow faster than the market. By incorporating both styles in your portfolio, we create portfolio stability without sacrificing return.

Multiple Investment Managers
Each investment manger is a specialist and no one manager is good at all things. At Idaho Trust, we stringently evaluate and utilize “world class” investment managers who generate consistent returns over time. Idaho Trust takes a disciplined approach to managing your portfolio that eliminates emotion from the process.

Throughout the market fluctuations that are sure to come, Idaho Trust strives to generate above average returns with the least amount of risk. Because Idaho Trust is focused on long-term wealth creation, we are compensated in accordance with the growth of your assets, which motivates our investment managers to grow the portfolio over the long term.

Let Idaho Trust show you the value of strategic investing. Let Idaho Trust help you maximize return while minimizing risk. Let Idaho Trust help you grow your wealth over the long-term.

Standard Fee for Investment Management Account—Annual percentage of assets under management of 1.175%
*Other fees may apply. Schedule of Fees available upon request.