ABOUT
ABOUT INVESTMENT TRUST COMPANY
We are a boutique wealth management and independent trust company serving clients in the Rocky Mountain region for over 50 years. Our mission? Reimagining wealth management. We believe your wealth should be aligned with what excites and fuels you in life, not the other way around. Which is why we take a personalized approach to guiding our clients through their financial journey.
As your trusted advisor, we are here for the ups and downs, the small wins and big milestones and everything in between. We blend our wealth management capabilities with some of the most respected names in the financial services industry to deliver objective yet tailored investment guidance built on partnerships that are measured in decades.
BY THE NUMBERS
1967
FOUNDED AS FIRST TRUST CORPORATION
1
THE OLDEST AND LARGEST INDEPENDENT PERSONAL TRUST COMPANY IN COLORADO
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GENERATIONS OF CLIENTS SERVED
TESTIMONIALS
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Tyler Sanchez
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Tyler Sanchez
Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt expelicabo.Nemo enimipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Vivamus tincidunt laoreet justo, ut sagittis massa faucibus sed. In hac habitasse platea dictumst. Quisque lacinia at turpis at finibus. Suspendisse nec varius arcu. Phasellus imperdiet in velit a lobortis
Tyler Sanchez
Steven Post, CFP®
We are always on a mission to create the most successful investment path for our clients as partners along the entire journey. Because every client is unique, we begin our process by understanding their needs, goals and risk tolerance. We then construct a tailored investment portfolio using a variety of investment vehicles to balance risks with opportunities while achieving their goals. We adjust along the way with our eyes on the horizon.
Senior Vice President and Director of Portfolio Management, Investment Trust Company