Investment Management Services

As the Director, President or member of the board of a non-profit organization, association, or foundation, you observe good business practice by setting aside a percentage of earnings to meet operating expenses in a worse case scenario. In addition, you may be further charged with the oversight of funds earmarked for specific purposes.

Executives monitoring endowed funds know they require attentive management to assure stability of the endowment and guarantee the funds are utilized according to the donor's wishes.

The challenge is to manage funds in a manner that
maintains their integrity and enhances the mission of the organization.

GTRUST professionals can help with that challenge. We utilize well-defined and generally accepted parameters to determine the investment level of reserve and targeted funds. By further analyzing the strengths, weaknesses, threats and opportunities for the organization, an appropriate investment strategy is developed that enhances the mission of your organization and frees you to do what you do best - direct the work of the organization and cultivate support.

Why you should let us work for you.

• GTRUST is the investment manager for a number of not-for-profit associations and foundations. Our record of growth and client loyalty is a strong testament to our capabilities.
  
• We are a substantial company with hundreds of millions of dollars under management, regulated by the Kansas Banking Department.
  
• Our investment management team includes attorneys, investment professionals and Certified Trust and Financial Advisors with vast experience in the fund management process.
  
• We are an independent company that does not sell its own products or have allegiance to any other provider of investment vehicles.
  
• All services are offered on a Fee-Only basis - no commissions, loads, or transaction fees are earned from the purchase or sale of any product. This serves to eliminate conflict of interest issues related to managing your funds.

GTRUST seeks to exceed expectations and build enduring relationships with our clients. We measure success by the quality of service we provide and the satisfaction of our clients.