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BANK TRUST RESOURCES

One source. A wealth of knowledge.

Our portfolio managers plumb the waters of the financial markets to provide you and your clients with the research, resources, and personalized solutions to meet their investment objectives and needs, today and tomorrow. And we proactively communicate those findings with you so you can clearly and efficiently inform your customers.

General Commentary
  • Monthly Outlooks
  • Weekly Telegrams
  • Yield Analysis

Individual Security Specific

  • Research Wires
  • Perspectives
  • Research Reports

Mutual Fund Specific

  • Mutual Fund Updates
  • Mutual Fund Program
  • Mutual Fund Wires

Asset Allocation Charts
Marketing Materials
Direct Portfolio Manager Contact

 

YOUR TEAM
Connecticut Office

  • Eugene Helm
  • William Gedney
  • Ute Daley Clune
  • Charles Simko
  • James Fields
  • Bryan Grustas
  • Janice White

Kansas City Office

  • Brian Perott
  • Phillip Gronniger
  • Matthew Montgomery
  • Missy Johnson

 

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