Our mission is to provide the highest level of personalized trust and investment management services. We focus on your goals to provide solutions that achieve continued success.
Missouri Trust & Investment Company is a state‐chartered independent trust company, locally managed in Springfield, Missouri whose shareholders and partner banks are community leaders in Missouri. We offer comprehensive trust and estate administration services in addition to investment management services utilizing innovative asset and tax management strategies delivered with a best‐in‐class investment discipline, free of conflicts of interest found in most banks and investment brokerages. We serve as trustee, co‐trustee, custodian and investment manager for individuals and their foundations, charitable organizations and endowments. Our team of advisors has extensive knowledge and experience in trust services and investment management to best manage your assets and advise you on investment strategy.
MISSOURI TRUST & INVESTMENT COMPANY
We are a Fiduciary
As a fiduciary, we owe a duty of loyalty and prudence to our clients and are required to act in good faith and in your best interest in carrying out your intent.
We are Local
Not only does our team live and work in your same community, but all disciplines of the company are local as well. Our account size requirements and investment discipline are designed specifically for the communities we serve and are not dictated from an out-of-town office. As a result, we have flexibility to adopt tailored solutions to achieve your goals.
We are Independent
We are able to serve you without the conflict of corporate interests found in most banks and investment brokerages. As a result, we have the flexibility to offer solutions and choices that only benefit you.
We are Disciplined
Our holistic approach to trust administration and investment management allows us to develop and maintain strong working relationships with lawyers, CPAs, bankers and other professional advisors in your community to best manage your property and advise you on your investment strategy.
OUR SERVICES
Our mission is to provide the highest level of personalized trust administration and investment management services. We focus on your goals to provide solutions that achieve continued success. We develop trust and investment plans unique to you. Our team will spend time with you to ensure that you understand all your options and make recommendations rooted in research, experience and knowledge of the industry.
"I have tremendous confidence in the team and their commitment to client service, along with the experience and knowledge they have to help clients with complex wealth strategies."
Charlie O'Reilly
"A group of community leaders recognized a need for an independently owned and managed trust and investment company in our region. Missouri Trust & Investment Company is the result of that collective vision."
Tim Parrish
RECENT INSIGHTS
From the Desk of the Investment Policy Committee: Corporate Earnings – Now & Later
401(K) & IRA Management • Investment Management
What a difference a week makes! Through February 21st, with 87% of the S&P 500 companies having now reported 4th quarter earnings, it is highly likely that we will end up with the first quarter of positive year-over-year growth […]
From the Desk of the Investment Policy Committee: 2020 Outlook
401(K) & IRA Management • Investment Management
Everything in Moderation Despite a variety of geopolitical issues, 2019 was a banner year for stocks. Some investors are questioning if the rally can continue. Don’t stock returns have to revert to the mean? Are we due a pullback just […]
From the desk of the Investment Policy Committee: 2019 Year in Review
401(K) & IRA Management • Investment Management
2019 Year in Review The year 2019 is in the books and it was a wild one. The year began with a government shutdown and ended with articles of impeachment levied against the president. In between, both domestic and […]