Our Client is Our First Priority ®
Our investment philosophy reflects our clients' interest in protecting principal while maximizing after-tax returns within acceptable risk parameters. Nevada Trust Company serves as investment manager for assets owned by trusts and endowments as well as for individual investment accounts held in custody. We can also work comfortably with a client’s existing investment manager while acting solely as a trustee/custodian.
In cases where we accept the duties of investment manager, our investment philosophy reflects our clients' interest in protecting principal while maximizing after-tax returns within acceptable risk parameters. Investment strategies are tailored to satisfy clients' varying life goals including specific income needs, tax status, risk tolerance and future plans.
Recognizing that the highest returns also bear the highest risks, client service agreements are documented in a written investment policy statement that helps us to better develop and monitor the correct asset allocation strategy for each client. Client portfolios are normally managed from a long-term, low turnover perspective because consistent long-term growth is valued over short-term gains.
Supported by asset allocation models to recommend portfolio changes, we emphasize prudent investing. By applying experience, knowledge, and expertise along with technology and research, we clearly focus on clients' interests. NTC never charges commissions on investments. Instead, fees are based on the assets managed and administered. This relationship fosters a mutuality of outcome with clients.
Clients have access to the following investment management services offered by NTC:
- The Alpha/Select® Portfolio of actively-managed, closely-monitored partnerships selected for their top quintile investment performance in focused styles that currently include large cap core equity, large cap dividend value, mid cap core equity, small/mid cap growth equity, emerging markets, and alternative diversifying strategies;
- Equity portfolios managed by NTC comprised of individual securities are usually appropriate when investable funds exceed $500,000; and
- Individual bond portfolios to secure a stream of predictable current income. Because interest rate swings change bond values, NTC uses high quality bonds and varies maturities to minimize the impact of rate changes.
- Four families of widely-held mutual funds available to clients on an institutional basis to diversify risk;
Our investment philosophy reflects our clients' interest in protecting principal while maximizing after-tax returns within acceptable risk parameters.
Investment and Advisory Products and Services are Not FDIC Insured, Not Guaranteed, and May Lose Value.