Real returns from and for real people we are privileged to serve. To this we offer expertise and proprietary technology to clients in North America and abroad. These include:
- iTrust Advisors provides financial services to individual investors and financial institutions including research, analysis, strategic insights, market-conscious and buyer-oriented information services.
- Licensed use of patent-pending investment methodology providing market metrics and insight;
- Coming in Q3 2014: iTrust Insights with a dynamic Guide for investors and Directory of Trust Financial Leaders
https://itrust.wufoo.com/forms/seminar-preregistration/ Seminar in September.
Established in 2005, iTrust services have bee associated with integrity in financial services and programs, creating real value for clients:
- iTrust Investor and Report
- iTrust Partners [2005-2013] consulted with managers of funds and funds of funds in the USA and around the world, resulting in launch of the iTrust Partners Canadian equity fund for investors in outside of Canada. Established initially as a long equity fund, it was further adapted for sophisticated offshore investors as a leveraged fund.
- The iTrust Ratings methodology informed the business and signalled need to sell down the Funds in public markets so that investors' recouped their initial investment the week prior to market collapse in September 2008, Funds were redeployed on a private and alternative basis;
- iTrust Institute nonprofit research and education organization with Canadian and American members and directors:
2006 Annual Review of Canadian Structured Income Product market for Advocis' Forum Magazine and the Canadian Association for Professional Financial Planners and advisors.Breach of Trust Advocis FORUM - Annual Review - 2006-12