Business Investing with Central Trust Company

Business services and institutional clients can count on Central Trust for a broad range of tailored services, including endowment management; qualified plan management and administration; separate account management; and custodial services. 

As your small business grows it will be necessary to navigate through your financial future for the growth your business, your future, and the future of your employees.  Central Trust has the experience to guide you through each of your financial needs with long-term growth in mind.

Clients find that our commitment to customization sets us apart from other business and institutional services providers, affording us the opportunity to apply extensive knowledge and experience to navigate issues specific to the needs of your small business.

Contact a business banking representative at (866) 236-8744 or stop by any location to get started.

Not sure which solution is right for your business? Take a few minutes to run through Business Analyzer today. We’ll ask a few simple questions about your business and provide recommendations just for you.

Objective Advice

Central Trust is a fiduciary, which means we always look out for your best interests. We are legally and ethically bound to put the administration of your account before any other interests in our business. Our relationship managers will provide your organization with unbiased advice, guidance and recommendations.

Succession Planning

Whether a business is a for-profit or nonprofit organization, one of management's top priorities should be to have successors ready to fill key positions upon vacancy. In succession planning, managers pinpoint employees at risk to leave and analyze the impact their departure would have on the company; examine the bench strength of current employees; profile position requirements; analyze employees' skill sets to forecast their readiness for promotion; and identify potential successors. Developing internal talent can be a significant source of savings, considering external recruitment and training can be twice as expensive as finding internal replacements.
Our team includes individuals who have assisted many large organizations and their outside advisors with business succession planning.

Investment Management

Our portfolio managers focus on aligning the depth of our investment expertise with your organization’s goals and aspirations. We consider ourselves smart allocators across a broad group of asset classes. By including a broad range of asset classes; building allocations based on forward-looking market assumptions; utilizing industry-leading methods for portfolio construction; and leveraging many of the best investment management firms in the world, we can help your organization meet its objectives with lower volatility.

Retirement Planning

Central Trust Company has extensive experience in assisting employers with 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. Local expertise means on-site employee education and enrollment programs that will make your organization’s retirement plan an exceptional recruitment and retention tool..