Bob Fontana CFA

Investors Trust Co. is a trust and investment management company with roughly $1 billion in assets under management (AUM) targeting trust, retirement, employee benefit, and high-net worth individual agency accounts with investable assets typically between $1-10 million. Key duties and achievements include: -- Lead the firm's investment strategies and policies including heading the firm's Investment Strategy Committee -- Serve as a member of the company's Board of Directors, its Executive Committee, and its Administrative and Investment Review Committee where the strategic direction of the firm is determined -- Implemented a team-based investment approach using asset allocation through individual equities, mutual funds, and ETF's from an individual portfolio manager approach, resulting in a 90% reduction in dispersion, increased consistency of returns, and improved risk management for clients -- Upgraded technology systems resulting in an approximate 45% improvement in trading and administrative efficiencies for the investment team -- Streamlined investment product offerings to eliminate overlapping products with a focus on core offerings of individual equities, mutual funds, and ETF's -- Manage investment portfolios for individual clients, foundations, non-profits, and 401(k) plans focusing on asset allocation through the use of individual equities, mutual funds, and ETF's including regular interaction with clients -- Prepare regular written communication and presentations for client dissemination on the markets and other topics of investor interest -- Network with centers of influence including CPA's, attorneys, financial advisors, etc. to help build business for the company