Trust and Investments



Trust and Investments

Asset Management

Managing your assets can sometimes be scary. There are lots of legal terms and lots of rules. CornerBank can’t take the complexity out of trust services, conservatorships, estate planning and other asset management tools, but we can explain these tools to you in common sense terms that help you make the best decisions for your situation.

Here’s how we can help.

Investment Services:

  • Investment Advisory Accounts
  • Financial Planning Services
  • Retirement Plans for Individuals and Companies
  • College Savings Accounts
  • Discount Brokerage Accounts

Trust Services:

  • Revocable Living Trust
  • Irrevocable Trust
  • Testamentary Trust
  • Special Needs Trust
  • Charitable Trust

Other Services:

  • Investment Advisory Services
  • Estate Planning
  • Estate Settlement
  • Unique Asset Management
  • Real Estate Management
  • Farm/Oil & Gas Management
  • Conservatorships & Special Needs
  • Custody and Safe Keeping

Disclosures

Securities and insurance productsare offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives.

Cetera Privacy Policy www.ceterainvestmentservices.com/privacypolicy/
Cetera Other Important Disclosures www.ceterainvestmentservices.com/ImportantInformation/
Cetera Business Continuity www.ceterainvestmentservices.com/businesscontinuity/

The Information in this website is for U.S. residents only.  The information on the website does not constitute an offer to sell. Or a solicitation of an offer to purchase brokerage services to persons outside the United States.

Want more details? Visit our Trust and Investment section.

 

Trust and Investments Representatives

Contact a CornerBank representative below to help you today!

Lori Christian

Assistant Vice President of Asset Management

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Brian K. Dutton

CTFA, MBA, Vice President, Asset Management

Winfield

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Gene Heffron

Senior Vice President, Asset Management

Lawrence, Wichita, Winfield

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Nick Ruyle

Trust Officer, Asset Management

Arkansas City, Douglass, Wellington, Winfield

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