Institutional Trust Co. is a large advisory firm based in Atlanta. It manages $9.68 billion of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001.
Institutional Trust provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Institutional Trust Co. is $9.68 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Institutional Trust Co. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hubert Lamar Harris has been acting as President since 1 Feb 1997. Robert Thomann joined the executive team most recently as the President/Director.
The principal office where Institutional Trust Co. performs its advisory services is located at 1315 Peachtree Street N.E., Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (404) 892-0896 or by fax 404-724-4287. The normal business hours are 8:30 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.irt.invesco.com.