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Investment Management Services
CoreFirst Bank & Trust adheres to a rigorous investment discipline that is coordinated with legal, tax and insurance advisors. We tailor customized investment portfolios to meet specific needs and objectives of our clients.
Using sophisticated technology and access to world class research, we are able to provide our clients with plans that help create and preserve wealth.
Our Investment Process
·   Objectives - The first step in designing an investment portfolio is understanding goals and objectives. We provide tools to help identify your comfort level with risk. Additionally, we can establish an Investment Policy Statement, if desired.
·   Asset Allocation – Once your goals and risk tolerance are assessed, we select assets within a number of asset classes. These asset classes may include traditional portfolio assets such as stock and bonds (or their representation through mutual funds), but also more diverse asset classes such as foreign debt, commodities, real estate and equities in developing economies. Find out more information about asset allocation by clicking here.
·   Portfolio Construction – Our Trust Officers work under the supervision of our Trust Investment Committee to select specific assets for your portfolio.
·   Approach – Using an open architecture model, we are able to manage client portfolios to meet specific needs. Clients may choose from outside managers, assets managed within our department or a mutual fund model.
·   Management – Regardless of the investment approach, our job is to monitor your success compared to your goals. We make appropriate changes in asset allocation, manager selection, and individual asset selection or mutual fund holdings as needed.
·   Communication – Our Trust Officers are available to meet with you regularly or as needed – at one of our convenient locations or at your home or office. We provide quarterly account statements, Internet access, and independent performance measurement through ScoreCard©.

 
Investment and insurance products:
 

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

 

 

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