Outside Manager Selection

country club trust

We operate within an open architecture structure, utilizing both our internally managed equity strategies as well as externally managed funds, as appropriate. Depending on the needs and goals of the client, we may use any combination of various investment solutions for our clients’ portfolios such as internally managed equity strategies, mutual funds/exchange-traded funds, and individual investment-grade bonds.

As with our four equity strategies, the selection of all outside managers, including exchange-traded funds (ETFs), mutual funds, partnerships, or separate account managers, is made in a disciplined and deliberate way. Our due diligence process includes a review of people, process, and performance. Our qualitative analysis focuses on whether a manager's decision-making processes are sound and repeatable so that we can depend on the fund to perform as we would expect. We place little emphasis on short-term performance history relative to a benchmark, and we consider risk an important element when evaluating performance.

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 Country Club Bank, Country Club Trust Company or any of its affiliates.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer