Great Plains Trust Company offers a high degree of investment flexibility.
Investment options include the Great Plains Trust Company Funds and a wide ranging menu of nationally known mutual funds.
Pension and Personal Funds
Our private Pension and Personal Common/Collective Funds are exclusively for fiduciary clients of Great Plains Trust clients. They offer broad diversification, low expenses and a history of strong relative performance.
Great Plains Trust serves as trustee and investment manager to nine pension fund offerings, and eight personal fund offerings. These are not mutual funds, but private pools segregating pension funds from personal funds so that we can manage them according to the tax implications of each.
We utilize Kornitzer Capital Management, Inc. (KCM) as an advisor to these funds. Our relationship with KCM allows us the unique ability to maintain a high degree of personal service, while also providing our clients with broad investment expertise. Founded in 1989, KCM is a Registered Investment Advisor located in Mission, Kansas specializing in pension plan asset management, private client services, foundations and endowment asset management, mutual fund services (including The Buffalo Funds), and institutional asset management. KCM employs 41 people, including 20 investment professionals, and 17 operations professionals.
Pension Trust Collective Funds include:
- Equity Fund
- USA Global Fund
- Fixed Fund
- Science and Technology Fund
- Small Cap Fund
- Value Fund
- Large Cap Fund
- Mid Cap Fund
- International Fund
Personal Trust Common Funds include:
- Equity Fund
- USA Global Fund
- Fixed Fund
- Science and Technology Fund
- Small Cap Fund
- Opportunity Fund
- Mid Cap Fund
- International Fund
Existing or prospective clients may call 1-888-529-2776 or e-mail trustops@greatplainstrust.com to receive current performance numbers.
Our daily valuation 401(k) offers access to a wide range of no-load mutual fund families. Participants can access their daily valuation 401(k) account via the internet.
Investments in the Great Plains Trust Company Personal Trust Common Funds are subject to an annual fee of 1% of assets under management, valued and assessed quarterly or monthly. A minimum annual fee of $100 applies to the use of these funds.