Investment Accounts
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Types of investment accounts and who can benefit
Our experienced team of financial specialists can help you design a comprehensive plan for your investment management needs. We offer a wide array of services, including the following:
a. Investment Management Account - A service providing investment assistance for your investment portfolio.
Together, you and Country Club Trust Company establish your personal investment goals and objective. Then, Country Club Trust Company carries out the details of investment selection and ongoing monitoring and supervision of your investment portfolio.
- Professional investment management
- Customized equity and fixed income strategies
- Daily cash management
- Detailed statements
- On-line account information
b. IRA Rollover - A service providing investment assistance for your IRA Rollover which provides continued tax deferment of retirement plan distributions. Together, you and Country Club Trust Company establish your personal investment goals and objective. Then, Country Club Trust Company carries out the details of investment selection and ongoing monitoring and supervision of your investment portfolio.
- Pre-printed trust forms available
- Professional investment management
- Record-keeping
- IRS reporting
- Detailed statements
- On-line account information
c. Revocable Trust (Living Trust ) - A revocable agreement by which your assets are managed by Country Club Trust Company as the trustee for the benefit of yourself or someone else you select (the beneficiary).
- Revocable and amendable
- Protection in the event of incapacity
- Professional investment management
- Availability of income
- Availability of principal
- Detailed statements
- On-line account information
Who can benefit from our services?
- Individuals
- Individuals serving as a trustee
- Businesses
- Foundations and Endowments
- Not-for-profit organizations