Investment services
Investment services we provide include:
Establishing appropriate investment objectives and asset allocation
Development and review of the annual investment policy statement
Manage investments to target allocation and meet objectives
Tracking and monitoring investment performance
Processing maturing bonds, stock splits, tender offers, and other corporate actions
Providing investment performance reports
Assignment of a dedicated Portfolio Manager
Investment Objective Fact Sheets
Each Inspire Trust client account is invested toward a designated investment objective. Learn more about each Inspire Trust investment objective below.
Investment Products
When Inspire Trust serves as trustee, conservator or guardian, it manages investments through common trust funds (CTFs) that have particular investment objectives.
CTFs are not available for investment by the general public.
Learn more about Common Trust Funds
Market Commentary
Read the latest market commentary from our investment professionals below.
