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Investors Trust

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Investor & Investment Firm

Services offered by this company.

Areas Served:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Raleigh, NC | Chapel Hill, NC | Charlotte, NC

Address:

121 N Columbia St, Chapel Hill, NC 27514

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Investors Trust is a North Carolina-based, independent, fee-based, state-chartered trust company that provides investment management, financial planning, and trustee services to affluent individuals, business owners, entrepreneurs, families, endowments, and foundations. The company specializes in generating attractive risk-adjusted returns through its in-house investment team and offers personalized service to protect and grow wealth for its clients.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Investment Management
  • Financial Planning
  • Trust Services
  • Wealth Management
  • Trustee Services
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

For individuals aspiring to grow and protect their wealth, Investors Trust is a North Carolina-based, independent, fee-based trust company that has been delivering highly personalized investment management, financial planning, and trustee services since 2004. With an in-house investment team that has successfully generated attractive risk-adjusted returns in both good and challenging times, Investors Trust is committed to establishing long-term relationships and constructing specific plans to safeguard and grow the assets of affluent individuals, business owners, families, endowments, and foundations. Operating out of offices in Chapel Hill, Charlotte, and Raleigh, Investors Trust specializes in investment management and financial planning, catering to both residential and commercial clients across North Carolina.

Pricing

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Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers investment management, financial planning, and trust services.

What geographic areas does the company serve?

The company serves clients in North Carolina, with offices in Chapel Hill, Charlotte, and Raleigh.

What is the best way to contact the company?

If you need help, call Investors Trust at (919) 945-2457.

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