Central Trust Company

Central Trust Company has extensive experience in assisting employers in the management of all types of retirements 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 investment management necessary for a pension fund. Employers and employees have internet access to their account through a website with detailed investment information. Our experienced team can provide on-site employee education and enrollment programs that will make your retirement plan an exceptional recruitment and retention tool.

Business services clients as well as institutional clients can count on Central Trust for a broad range of tailored services. These offerings include endowment management, qualified plan management and administration, separate account management, and custodial services. Whether you are an established business or a brand new startup, Central Trust has the experience to handle your needs.

Business services clients as well as institutional clients can count on Central Trust for a broad range of tailored services. 

These offerings include endowment management, qualified plan management and administration, separate account management, and custodial services. Whether you are an established business or a brand new startup, Central Trust has the experience to handle your needs.

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 business or organization.

With access to world-class, nationally recognized investment solutions, we can tailor a long-term plan to fit you and your specific needs.

Our discovery process not only entails identifying your needs, goals and aspirations, but we also take into consideration: Current Assets, Cash Flow, Return Expectations, Risk, Taxes, and time horizon.

With a comprehensive team approach to estate planning and wealth management, we always strive to tailor a long-term plan to fit you and your family's needs.

We're always focused on you. We start constructing your plan only after we have a complete understanding of your goals, objectives and needs. These goals, objectives and needs provide the foundation for your portfolio. Individualized service by a team of professionals is the only way to truly understand your goals and objectives.

Why have one advisor? At Central Trust Company, we assign a solid team of trusted advisors around you and your wealth planning needs. 

As you head toward retirement, a review of your assets and your plan can provide you with peace of mind that your wealth will last throughout retirement.  And, having a plan to pass your wealth on, whether during or after your life, will take stress off family members and ensure that your wishes are carried out.

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.

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.

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.

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.