INVESTMENT MANAGEMENT Working with Core Bank to manage investments is helpful because we focus on delivering state-of-the-art asset allocation models by utilizing institutional index funds for our clients. Investment Management Services to Meet Your Needs The investment management services that we offer at Core Bank include asset management, monitoring of existing investments, stock selection, portfolio management, investment property management, online investment management, and money market accounts. We’ll help you find the best option for you based on your financial goals. DEVELOPING AN INVESTMENT MANAGEMENT STRATEGY We develop a strategy to manage investments that serves as a guide for acquiring and disposing of portfolio holdings. Investment strategies are an important aspect of an investor’s portfolio when they have certain financial goals. We oversee professional analysis and protect an investor’s portfolio during market downturns. INVESTMENT PORTFOLIO MANAGEMENT Core Bank will monitor the performance of investments to meet long-term goals and manage risk for an investor. Portfolio management requires the ability to see opportunities and threats for investments and our team will work with you every step of the way. On top of that, our investment property management services oversee residential and commercial real estate properties. We work with you to provide mortgage and construction loans to help reach your investment goals. ONLINE INVESTMENT MANAGEMENT You can manage your investments online to ensure that they meet your financial goals. Our experienced bankers are available to help you get started and can answer any questions you have while managing your investments. Reach out to us today to learn more! CONTACT US Investment Management FAQs WHAT IS INVESTMENT MANAGEMENT? ARE INVESTMENT MANAGEMENT FEES TAX DEDUCTIBLE? WHAT ARE MANAGED INVESTMENTS? CONTACT CORE BANK Have additional questions? Want to get started with our investment management services? Get in touch with us today! Our team is here for you when you need us. CONTACT US LATEST FROM THE BLOG PROTECT YOUR BANK ACCOUNT IN 4 EASY STEPS Managing your bank account from your mobile phone or computer is easy and convenient, which is why according to Statista, 1.9 billion people now use some form of online banking system. With online and mobile banking, you can access your balances at any time, deposit... CORE BANK PRESENTS #GIVINGTUESDAY402 – GIVE ON NOV 30! As presenting sponsor of SHARE Omaha’s #GivingTuesday402, Core Bank invites you to be a part of our community-wide commitment to rebuilding, revitalizing and helping power solutions this giving season. Giving Tuesday, a global day of giving, is coming up on... Twitter Facebook Instagram LinkedIn Google Plus © 2021 Core BankPrivate Client Group. All Rights Reserved. A DIVISION OF COREBANK. NOT FDIC INSURED. NO BANK GUARANTEE. MAY LOSE VALUE. Banking Services Trust Investment Management Resource Center Our Team FAQ Contact Us Privacy Policy