Great Plains Trust delivers investment expertise, diversification and flexibility.
Great Plains Trust Company works closely with individuals and families to accomplish their investment needs. Initially, we gather the necessary facts to determine your objectives and risk profile. Then, we design the appropriate investment strategy for you, incorporating your current and future needs for income and long term growth. We also consider the implications of your tax situation and life circumstances for a truly individualized portfolio.
We utilize Kornitzer Capital Management, Inc. (KCM) as an investment advisor in the management of our own private Common Funds,
They offer broad diversification, low expenses and a history of strong relative performance.
We also use the Buffalo Funds, KCM's public no-load mutual funds for some of our retirement accounts.
Great Plains Trust will work with you to build your customized portfolio. Our clients' accounts can be as simple as a retirement account investing in our private funds or mutual funds, or comprehensive, fully integrated, individually managed accounts. Our trust officers will design a strategy using separately managed stocks and bonds when your retirement, wealth management or estate accounts need greater breadth and depth of investment exposure.