Investing in Kansas City’s Future
At Country Club Trust Company, we work with nonprofit, charitable foundation, endowment and business
clients, serving as a partner in guiding organizations towards their financial goals. We take time to learn about
your organizational values and collaborate to implement a customized investment strategy to meet your longterm mission.
Efficient, Local Decision Making
We are dedicated to building our hometown and are focused on Kansas City and the surrounding
communities. This focus allows us to devote more time to learn about the unique challenges facing each of
our institutional clients. Our local decision making results in a timely, responsive client service experience.
Why Country Club Trust Company?
Focus on Kansas City
- Committed to the local community where we live and work
- Driven to support the local businesses and organizations that shape our hometown
Partnership
- High-touch client experience
- Transparency for sound decisions
Customized Solutions
- Uniquely tailored to your organizations mission and goals
- Socially responsible investment offerings if desired
In Your Best Interest
As a fiduciary investment manager, we put your goals and needs first and build a supporting investment strategy.
Range of Services:
- Investment Management & Consulting
- Asset Allocation
- Investment Policy Statement Development / Review
- Discretionary Management
- Custody of Assets
- Performance Reporting
Disclaimer: Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC 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. CCTC does not provide legal or tax advice. For legal or tax advice for use in a specific situation, the services of a competent professional person should be sought.