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Investment Selection

INTRUST is committed to selecting fund managers who excel in their respective investment categories. Because we don’t offer in-house or proprietary mutual funds, we can choose fund managers objectively based on their proven performance and adherence to their stated investment approach.

Simply stated, our selection process considers the following criteria:

  • Performance: We look for a consistent track record of superior risk-adjusted performance over a full market cycle.
  • People: We analyze the stability of the management team.
  • Process: We review for adherence to the manager’s stated investment guidelines and risk management practices.
  • Price: We examine each fund’s expense ratio competitiveness.

Selection Criteria

Investment Manager Universe
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