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Firm Description

Life has many stages and milestones by which we mark our progress. Your financial needs and goals evolve during life's journey. Making sure that your investments deliver what you need, when you need it, is why Idaho Trust has developed our LifeNeeds™ investment process. It utilizes proven strategies and techniques delivered by a highly trained staff of wealth management professionals.

Investing for your LifeNeeds™ can be very complex. The financial markets present a seemingly endless stream of new investments and an ever-changing, sometimes volatile global economy. At the same time, you may be faced with evolving stages of life and new financial needs.

Like most people who may not have the time or expertise to take advantage of the opportunities available, you may be ready to turn to Idaho Trust for professional insight and guidance.

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