Advisors Trust provides a team of dedicated wealth management professionals to focus on you. We’ve chosen to work with leading regional and global providers of investment management services, to offer you a unique level of investment sophistication, solution integration and a personalized focus on your goals and objectives. Working with Advisors Trust you can be confident that you’re receiving high quality objective advice tailored to help you meet your specific needs and goals.

Holistic

Advisors Trust uses a holistic approach to wealth management. Our objective is to help manage your wealth in a manner consistent with helping you achieve your life goals. Your dreams, desires and means are our guide. They provide the context for all of our recommendations and direct everything we do on your behalf.

Utilizing our unique Discovery process, we prepare a custom proposal that makes specific recommendations for investment strategies and overall management of your assets. This helps ensure that your wealth is properly aligned to better realize life goals and objectives. Implementation of plans is entirely at the client’s discretion.

Advisors

Advisors Trust provides a team of dedicated wealth management professionals to focus on you. We work with leading regional and global providers of investment management services, to offer you a unique level of investment sophistication, solution integration and focused attention to your goals and objectives. We combine these capabilities with our own in-depth skills, training and experience — along with our in-depth knowledge of your specific financial circumstances. Working with Advisors Trust you can be confident that you’re receiving high quality objective advice tailored to help you meet your specific needs and goals. For example, to help you achieve these goals Advisors Trust often uses tools and services provided by SEI Investments Management Company built on four integrated competencies:

  • Expert financial industry knowledge
  • Cutting-edge investment strategies and products
  • World-class asset management technology
  • On-going commitment to research

The Process

At Advisors Trust, we see you, your life, and the way you should invest from a unique perspective. Where you want to go in life – and managing the risks that can hamper your progress – is what really matters. Here are the five steps we’ll take to manage your wealth to support your life:

  •  In Discovery we’ll help clarify your life goals.
  • We’ll Assess the needs and issues surrounding each of your goals.
  • Together we’ll Evaluate options and select goals-based scenarios to help achieve your objectives.
  • We’ll Implement elements consistent with your life’s goals.
  • Anticipating life’s inevitable changes we’ll Monitor and Adjust your program to help assure you stay on track.

Our Philosophy

What does it take to sift through thousands of investment opportunities and identify the relative handful that complement your specific goals, time horizon and risk tolerance? Where can you find experienced, highly skilled portfolio managers who will add value to the investment process and keep your plan on track?

At Advisors Trust we believe that a consistent, disciplined approach to portfolio management offers the best chance for success. That’s why we have selected to work with SEI Investments as one of our primary investment management companies. They can provide clients with an established and disciplined investment process. For every client, a tailored investment strategy is developed, incorporating asset allocation and diversification designed to meet your precise needs. You can benefit from access to sophisticated investment strategies and top-tier investment managers including some that are not typically available to individual investors.

Client Objectives

At Advisors Trust our investment philosophy is focused on helping you meet your specific objectives and managing risk while reducing your taxes. This tailored approach to the development of an investment strategy has evolved over time. Your portfolio can be positioned to take advantage of market inefficiencies and the attractive opportunities they present. For example, our Tactical Capital Resource Strategy helps high-income clients significantly reduce their tax exposure and expand their sources of current and recurring net revenue throughout market cycles.

Manager Selection

Among the investment managers we may recommend, one of our primary affiliates, SEI Investments, uses multiple portfolio managers, each focusing on a particular investment style as well as investment approach. We believe that a manager’s style and approach are both critical to investment success. In SEI’s experience, blending contrasting investment techniques is generally successful in supporting client’s return objectives, while enhancing portfolio risk management.

In effect, SEI acts as a “manager of managers”, selecting top investment talent from a global network of money managers who concentrate on different sectors and styles.

The strict manager selection process is an exacting, step-by-step approach that starts with the unique first step of identifying opportunities, inefficiencies and diversified sources of returns in the markets. This research, coupled with a client’s portfolio objectives, drives SEI’s search parameters.

Investment Approach

Once your objectives have been fully discussed, the investment process begins based on the following principles:

  • Asset Allocation creating strategies with appropriate diversification among asset classes and styles.
  • Portfolio Design seeking returns in excess of equity, fixed-income and alternative asset benchmarks.
  • Investment Manager Selection and monitoring performance.
  • Portfolio Construction and Management using investments with complimentary objectives.
  • Reducing tax obligations through year-round Tax Management – helping clients keep more of what you earn.
  •  Risk Management to align each segment’s objectives with that of the overall portfolio.

Note: Diversification may not protect against systemic market risk.

Continuous Management

If SEI managers are chosen, dedicated analysts continuously and rigorously monitor their philosophy, process, and performance. In addition, they use sophisticated technology capabilities – checking portfolio holdings and trades, and ensuring that the investment portfolio is aligned with the overall strategy and objectives. No matter how thorough the evaluation process, even the most careful investment plan is subject to the natural fluctuations of the markets. SEI addresses such inevitable change through a two-step process of continuous portfolio management.

First, the asset mix of SEI’s portfolios is periodically rebalanced to their targeted points. This is designed to reduce risk and keep a specific investment strategy on track. Second, through ongoing monitoring and manager reviews, SEI ensures that the manager’s investment approaches remain consistent with the objectives of their segments of the investment portfolio. And if SEI’s analysis indicates that a management firm has deviated from its philosophy or failed to achieve stated goals, that manager can be replaced. Because taxes play an integral role in our investment process, a special focus on tax management can be employed to control implications within your portfolio and to help you enhance after-tax returns.

Summary Of Our Services

Fundamental to achieving your financial objectives is constructing an investment program that not only manages your wealth in conjunction with your life, but also adjusts over time to help keep you on track. You’ll receive the following services:

  •  On-Going Advice and Analysis to keep your portfolio strategy rigorously focused on your needs.
  •  Reporting and Review Process to monitor and report to you on a quarterly basis.
  •  Manager Selection and Monitoring through a quantitative and qualitative approach.
  •  Electronic Statements and Reports offer a convenient way for you to receive account statements.

Quarterly Economic News