Investment Advice & Management
The Bank of Missouri Investments & Retirement Planning group adds value to our clients’portfolios by focusing on asset allocation. Since our strategy is centered around asset allocation and diversification, we utilize mutual funds,and exchange traded funds (ETFs) as our primary equity investment vehicles. We use only non-proprietary, no-load, institutional funds that provide the highest returns with low cost. This not only ensures that we are finding the best performers, but eliminates the emotional attachment to any individual stock.
Our bond allocations include building laddered maturity schedules with individual treasury or corporate bonds. We also use bond mutual funds to further diversify and protect the portfolio.