LeTort Investment Models

At LeTort Trust we utilize a well disciplined, well diversified approach to portfolio management.  We incorporate our belief in both our Equity and Fixed Income Models that each asset class is to be managed to complement the other asset classes.  Cash or Money Market instruments often provide low interest earned but funds are always liquid and principal value remains constant.  The fixed income model is designed to support short term financial needs as well as emergency reserve funds. The equity model incorporates asset allocation of a portfolio of mutual funds and/or separate accounts representing a variety of best in class products covering a wide range of management styles, capitalizations and investment styles.