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.

We are Independent

We are able to serve you without the conflict of corporate interests found in most banks and investment brokerages.

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.

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.

Why

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.

Offerings

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
Our

RECENT INSIGHTS

Investor Preparedness Checklist

Are you prepared for your financial future?   The U.S. Securities and Exchange Commission lists 12 steps to consider when investing. It’s crucial to know what to look for, where to find it, and who to ask! Getting your personal […]

Read More

Smart Consumer Series: Best New Car Deals for Memorial Day

Memorial Day Savings on Cars and SUVs   Memorial Day weekend is one of the best times of the year to buy a new car, and the annual advertising blitz touting deals is already underway. Dramatic savings can be expected […]

Read More

Weekend Reading: A Guide to College-Savings Options

Finding the right college savings vehicle can be daunting   There are many choices, and it can be difficult to discern the differences between each type of account. Learn about the most common college-savings vehicles, including the tax treatment for […]

Read More