Investment Services
Investment Strategies Designed for You
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Establishing appropriate investment objectives and asset allocation
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Development and review of the investment policy statement
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Manage investments to target allocation and meet objectives
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Tracking and monitoring investment performance
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Processing maturing bonds, stock splits, tender offers, and other corporate actions
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Providing investment performance reports
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Assignment of a dedicated Portfolio Manager
Investment Objective and Target Allocations
View our current investment objective and Common Trust Fund target allocations. These materials outline how portfolios are structured across asset classes and risk profiles, giving you a clearer understanding of how we manage and diversify settlement assets responsibly.
How Is My Investment Objective Determined?
Learn how we evaluate your situation and determine an appropriate investment objective. We consider factors such as your settlement type, income needs, time horizon and risk tolerance so your investment approach remains aligned with your long-term financial wellbeing and overall financial stability.
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.
Market Commentary
Read the latest market commentary from our investment professionals below.
For Inspire Trust investment related inquiries/questions, please contact: investments@inspiretrustco.com
Investment Products and Services
Investment products and services are not obligations of or guaranteed by Inspire Trust Company, N.A., are not bank deposits, are not insured by the FDIC or any other federal government agency, and are subject to investment risks, including possible loss of the principal amount invested. Inspire Trust is not a member of SIPC.