Idaho Trust Bank
Idaho Trust Bank is a full-service, state-chartered trust bank headquartered in Boise, Idaho, founded in 1994 by brothers Daniel and Thomas Prohaska. The bank offers personal, private, and business banking, as well as personalized wealth management and investment management services. It emphasizes relationship-based service, local decision-making, and a strong community focus. Idaho Trust Bank primarily serves individuals, families, businesses, and non-profits across Idaho through branches in Boise and Coeur d'Alene and a trust office in Las Vegas. It operates as part of Idaho Trust Bancorp and has approximately 31 employees.
Investment Strategy
Idaho Trust Bank's investment approach is goal-based and highly personalized. Through its team of investment professionals, it utilizes LifeNeeds™ Portfolios structured with strategic asset allocation tailored to client objectives, life stages, and risk tolerances. The bank emphasizes long-term relationship management, preservation of wealth across generations, and a solutions-oriented philosophy guided by client needs. Services include private banking, investment management, trust and estate planning, and family office solutions, all built on responsiveness, fiduciary care, and regular, transparent communication with clients.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | ISHARES TR | 6.25% | $17.5M | 195,724 | $79.16 | $89.39 | +$2.4M |
G GBCI | GLACIER BANCORP INC NEW | 5.24% | $14.7M | 340,442 | $43.08 | $43.08 | +$14.7M |
J JNK | SPDR SERIES TRUST | 4.13% | $11.6M | 118,776 | $93.92 | $97.27 | -$151.2K |
V VV | VANGUARD INDEX FDS | 4.01% | $11.2M | 39,297 | $253.52 | $285.30 | +$1.5M |
I IWM | ISHARES TR | 3.83% | $10.7M | 49,644 | $201.95 | $215.79 | +$1.1M |