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Strategy Offerings & Management

Tailored Portfolios, Built for Your Vision

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Our 4 Strategy Options

ESSENTIALS
PREMIUM
GUIDED
CUSTOM

Investments Overview

At Intrua, your portfolio is more than a mix of assets, it’s a reflection of your goals, preferences, and values. We offer a carefully curated suite of strategies across multiple risk levels and management styles, all developed by our Chief Investment Officer and Investment Committee.

TRADITIONAL DIVERSIFIED
A time-tested blend of stocks and bonds for balanced growth and risk management.
DYNAMIC ALLOCATION
Actively managed, multi-asset portfolios optimized through ongoing analysis and simulations to respond to market shifts.
CONCENTRATED GROWTH SMA
A high-conversion equity strategy focused on companies with strong return-on-invested capital (ROIC).
QUALITY DIVIDEND SMA
Designed to generate durable income with lower volatility, using U.S. large-cap dividend-paying companies.
DIRECT INDEXING
A tax-optimized strategy that mirrors index performance with custom exclusions, ESG overlays, and greater control.
THEMATIC SLEEVES
Targeted exposure to emerging trends and sectors -- like AI, infrastructure, healthcare, or innovation -- layered into your core allocation.
STRUCTURED NOTES
For sophisticated investors, custom strategies that manage downside risk and generate income.

Strategy Flexibility & Customization

Whether you’re seeking income, growth potential, tax efficiency, or diversification — our strategies are built to work for your life, not just your portfolio.

Each strategy is:

Available across multiple risk categories (from ultra-conservative to aggressive)
Blendable to suit your preferred mix of growth potential, income, and preservation
Available with tax-sensitive overlays when appropriate
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ESSENTIALS

Essential strategies are standardized investment models created and managed by Intrua’s team. These strategies are available as a core offering for clients who are part of Intrua, providing a cost-effective way to access sophisticated investment options. These strategies tend to be more streamlined and follow proven approaches.

Dynamic

The Dynamic portfolio is intended to prioritize long-term excess returns overall risk adjusted benchmark through the use of dynamic management.

Focused Income

The Focused Income Portfolios are designed with a primary objective of prioritizing high income, while pursuing capital appreciation as a secondary goal. The portfolios are managed to a target risk profile with disciplined periodic rebalancing, without top-down tactical shifts directed by the Investment Committee.

U.S. Core/U.S. Core ETF

The U.S. Core Portfolios seek to deliver long-term investment performance through diversified, strategic allocations to U.S. equities and bonds. The portfolios are managed to a target risk profile with disciplined periodic rebalancing, without top-down tactical shifts directed by the Investment Committee.

Total Return/Total Return ETF

The Total Return Portfolios seek to deliver long-term investment performance through diversified, strategic allocations to U.S. and international equities and bonds, with an additional component allocated to income-generating assets. The portfolios are managed to a target risk profile with disciplined periodic rebalancing, without top-down tactical shifts directed by the Investment Committee.
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PREMIUM

Premium strategies offer a more active approach to portfolio management, with advanced techniques. These strategies are managed by the Intrua investment team and involve close monitoring and frequent adjustments based on market conditions and individual asset performance.

Protego

The Protego Series is designed to protect principle, enhance returns, and create tailored risk/reward profiles for investors as either a core or complementary exposure in portfolios.

Preserve & Participate

Focus on maximizing reward for each unit of risk taken through quantitative metrics.

Concentrated Growth SMA

Select companies that deliver high returns on their investments (ROIC) with the goal of achieving growth through investing in high quality, profitable companies.

Quality Dividend

Focus on fundamental drivers of dividend persistence such as earnings power, robust balance sheets, and dividend coverage rather than high yield.
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GUIDED

Guided strategies are investment models managed by financial advisors for their own books of business. Advisors implement these strategies on behalf of their clients while maintaining oversight and making adjustments based on market conditions or client-specific needs. 

Key Features

Advisor-directed around common themes

Managed by individual financial advisors

Used for advisors’ books of business

Flexibility for client-specific adjustments
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CUSTOM

Custom strategies are personalized to fit the specific financial goals, risk tolerance, and investment preferences of individual clients. These strategies are tailor-made based on in-depth client consultations and can include unique asset allocations, investment vehicles, and risk management techniques.

Key Features

Advisor-directed for client customization

Fully customized to clients’ needs

Dynamic adjustments as clients goals evolve

Adapted to personal financial goals and risk profile of individual clients