Central Trust & Investment Company

Central Trust & Investment Company is one of the leading providers of asset management services in Missouri, with offices in St. Louis, Springfield, Columbia, Jefferson City and Osage Beach. We currently have client assets of over $3 billion, and our staff includes 11 portfolio managers, 5 attorneys, 4 Certified Financial Planners (CFP), 2 Certified Public Accountants (CPA) and 1 Chartered Financial Analyst (CFA).

Investment Management

Managing a sizeable portfolio on your own can be tricky, especially in today’s volatile markets. That’s why many affluent individuals and institutions are turning to us for assistance. We offer excellent long-term returns and competitive fees using a professional, disciplined approach to investing. Central Trust & Investment Company manages portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations, and our client accounts range in size from $200,000 to over $100 million. Regardless of the size, our clients receive the attention, personal service and expert management that they expect and deserve.

Trust & Fiduciary Services

The primary duty of a trustee is to faithfully carry out your wishes as defined in the trust agreement. This involves investing the assets, making payments and distributions, interpreting the terms of the trust, keeping accurate records and providing regular accounting statements to the trust beneficiaries. The complexity of these tasks is the reason many people choose Central Trust & Investment Company to serve as their trustee. Others chose to name themselves or family members as co-trustees with CTIC, or name us as successor trustee. Our goal is to carry out your wishes and to help you navigate these waters smoothly.

Retirement Plan Administration

Central Trust & Investment Company has extensive experience in assisting employers in the management of all types of retirement plans, including 401(k), 403(b), pensions and profit sharing plans. We can provide a state-of-the-art daily valuation plan that includes participant-directed accounts through a variety of no-load mutual funds, or we can provide the expert investment management necessary for a pension fund. We offer internet access to employers and employees, an award winning website with detailed investment information, and an employee education and enrollment program that will make your retirement plan an exceptional recruitment and retention tool.

We would be delighted to provide more information regarding our company and our services. Please contact us if we can be of assistance.