Building on a century-plus of trusted expertise…
CHARTERED IN 1891 AS THE BANK OF PERRYVILLE, we have grown from a single branch in Southeast Missouri to 20 branches across the state, with assets of more than $1 billion. Reflecting our wider reach, we changed our name to The Bank of Missouri in 1997.
The Bank of Missouri’s Investments & Retirement Planning Group received its state charter in 2005, which granted the bank full trust powers. Although we were new in name, our staff members possessed decades of expertise. Within three years, we were managing a combined portfolio of $50 million.
Today, our staff blends experience with fresh ideas. We serve our clients with investment wisdom from professionals with decades of financial management success, and innovative approaches from younger team members.
The Investments & Retirement Planning Group includes multiple financial planners, a certified trust and financial advisor (CTFA), a certified IRA specialist, as well as accredited investment fiduciaries (AIFs).
WHATEVER YOUR FINANCIAL GOALS MAY BE—paying for a college education or a wedding, planning for retirement, leaving a legacy of support for family or charity, or anything else you want your money to do—the Investments & Retirement Planning Group can help. Our comprehensive range of services gives you choices about where and how your money is invested, managed and distributed.
Throughout the process, we work closely with you to ensure that you understand all your options and how they will affect you and your beneficiaries. This starts with an initial planning meeting, where we really listen to you—and your heart. We know that money is not just a financial issue, but an emotional one, too.
Unlike many investment firms, we enter into our banking relationships with the long term in mind. We are always here to help whenever you have a question or concern—just give us a call or send us an e-mail. In addition, we will meet with you at least once a year to review your portfolio and answer your questions. If your investment plan links to the next generation, you can rest assured that we will take the time to get to know everyone involved in your plan. It is important to us that, when it is time for your legacy to be passed on, we have a relationship with your beneficiaries, too, and understand their needs.
THE INVESTMENTS & RETIREMENT PLANNING GROUP offers a wide range of services for both individual and business clients, including:
• Investment advice and management
• Retirement planning and preparation
• Retirement plan administration—401(k), 403(b), DB and others
• IRA administration
• Trust administration and related services.
Our clients have the added benefit of our access to institutional pricing on share purchases, funds that are closed to the general public, the lowest possible expense ratios and other advantages not available to solo investors. We deliver our investment management services through a disciplined, five-step buy/sell process that adheres to the highest fiduciary standards in the financial services industry.