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Trust & Investment Services
At CoreFirst Bank & Trust, we have an expert team of responsive advisors available for all of your wealth management needs. Our staff of twelve trust professionals includes two attorneys, four Certified Trust and Financial Advisors, and a Certified Financial Planner. Our officers have the breadth of training and experience to handle unique situations and as a community bank, we provide highly personalized service.
We work with individuals, families and organizations. Our focus is to help our clients achieve their financial goals. Over the years, we have had the pleasure to serve some very successful individuals, their families, businesses and civic organizations.
A wide array of investment, trust and financial services are available to our team of experts to enrich and sustain wealth for families and individuals across generations.
We also assist companies and not-for-profit organizations such as foundations, charitable, educational and government institutions with investment and trust services. We are committed to helping these entities reach their goals by offering:
·         Development of investment policy
·         Investment management
·         Asset custody and cash management
·         Performance measurement through ScoreCard©
·         Reporting and correspondence
·         Selection of outside investment managers when appropriate
·         Agent and trustee services
·         Fundraising and Planned Giving Support

 

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