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Investment Management & Trust Update – July 2019

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One of the most useful and flexible wealth management tools is the revocable living trust. Traditionally, we like to point to three basic benefits that these trusts offer. 

Professional asset management. After studying your goals and circumstances, our asset-management specialists will map out a diversified investment program appropriate to your requirements. Like many of our customers, you may authorize us to select specific investments on your behalf, confident that we will carry out this responsibility faithfully.

 

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Country Club Trust Company

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1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:
• Are not insured by the FDIC or any other federal government agency.
• Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate.
• May lose value.