Investment Trust Company

What Investment Trust Company does

Investment Trust Company is a privately held boutique wealth management firm headquartered in Denver, Colorado, founded in 1967 (originally as First Trust Corporation) and operating as the oldest and largest independent personal trust company in Colorado. The firm provides an integrated suite of three core services — Wealth Planning, Investment Management, and Fiduciary Services — executed through its proprietary six-step Pathways Planning Process and supported by a 24/7 Document Vault and Planning Portal (Tamarac). Clients are predominantly high-net-worth individuals and multi-generational families in the Rocky Mountain region served via direct, advisor-led engagement.

The technology stack combines the firm's proprietary planning methodology and client portal with research and investment partnerships at BlackRock, Northern Trust, Goldman Sachs, and J.P. Morgan, enabling portfolio construction with global diversification across multiple asset classes. As an independent personal trust company, ITC holds regulatory authority to act as trustee or agent, a charter distinction most wealth managers lack, which underpins the integrated fiduciary component of its offering alongside investment management.

The firm employs 11–50 staff across offices in Denver (HQ) and Colorado Springs. Revenue is generated through three primary streams: AUM-based investment management fees, recurring financial planning fees, and fees for fiduciary and trust administration services — all delivered via bespoke, quote-based engagements with annual billing cadence. As of February 2022, ITC reported $500 million in assets under management with a stated target of $1 billion, supported by staff additions in portfolio management, client service, and investment analysis.

Name

Investment Trust Company

Legal name

Investment Trust Company

Website

https://investmenttrust.com

Company type

Private

Founded year

1967

Operating status

Operating

Headcount range

11–50 employees

Short description

Investment Trust Company is a privately held, Denver-based independent personal trust firm founded in 1967 that delivers integrated wealth planning, investment management, and fiduciary services to high-net-worth individuals and multi-generational families across the Rocky Mountain region.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Wealth management services
• Investment management
• Fiduciary services
• Trust administration
• Financial planning

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Under Management (AUM) Fees: Fees based on assets under management for investment management services
2. Financial Planning Fees: Fees for comprehensive wealth planning and investment portfolio design services
3. Fiduciary and Trust Services: Fees for acting as trustee or agent, trust administration, and estate planning services

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Investment Trust Company provides integrated private wealth management to high-net-worth individuals and families, combining personalized wealth planning, discretionary investment management using institutional research partners, and fiduciary/trust services such as acting as trustee or agent and administering estates. Services are delivered through a proprietary six-step Pathways Planning Process and a secure client planning portal that enables 24/7 portfolio tracking.

Product overview

Investment Trust Company offers an integrated wealth management platform centered on three core service offerings: Wealth Planning (personalized financial planning with digital tracking capabilities), Investment Management (portfolio construction using in-house expertise combined with world-class investment partners), and Fiduciary Services (trust and estate administration). These services are delivered through the proprietary Pathways Planning Process, a six-step methodology guiding clients from initial discovery through ongoing review and implementation. The firm operates as an independent personal trust company, enabling it to act as agent or trustee alongside investment management, providing a comprehensive approach to wealth planning, management, and intergenerational transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Personalized financial planning and investment portfolio development based on individual client goals, preferences, life stage, and risk tolerance; supported by digital technology that enables anywhere, anytime tracking of wealth across portfolio, planning, and progress.
• Investment Management Discretionary portfolio construction combining ITC's in-house investment team expertise with research from world-class external partners (BlackRock, Northern Trust, Goldman Sachs, J.P. Morgan), using sophisticated analytics and global diversification across multiple asset classes.
• Fiduciary Services Integrated trust and estate administration services offering holistic wealth management and estate planning guidance, with the ability to act as trustee or agent. Includes objective, skillful navigation of complex fiduciary matters and is delivered under ITC's independent personal trust company status.

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and secondary.

• BlackRockcoreTechnology or IntegrationBlackRock serves as one of ITC's financial research partners, providing investment analysis and portfolio construction insights for client portfolios.
• Northern TrustcoreTechnology or IntegrationNorthern Trust provides investment research and analytical support to ITC's portfolio management process and has collaborated on market outlook content.
• Goldman SachscoreTechnology or IntegrationGoldman Sachs serves as a financial research partner providing investment insights and market outlook perspectives for ITC's investment strategy.
• J.P. MorgansecondaryTechnology or IntegrationJ.P. Morgan provides investment research and market analysis content shared with ITC clients regarding geopolitical events and investment implications.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/InvestmentTrustCompany
• LinkedInlinkedin.com/company/investment-trust-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investment Trust Company