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Country Club Trust Company



Our Story / Facts

Total Trust Assets: $1.9 billion

Clients in 45 states and 8 foreign countries

Number of Administrative Officers: 10
     Average years of Trust Experience: 18

Number of Investment Officers: 8
     Average years of investment Experience: 23

Total trust officers and staff: 40

Attorneys on staff: 14

Additional professional designations:

  • CFA (Chartered Financial Analyst)
  • CFP (Certified Financial Planner)
  • CPA (Certified Public Accountant)
  • CTFA (Certified Trust & Financial Advisor)
  • LL.M. — Masters in Law (Elder Law)
  • LL.M. — Masters in Law (Taxation)

Country Club Trust Company restructured its investment division by forming a wholly-owned subsidiary, Tower Wealth Managers, Inc. (TWM), a Registered Investment Advisor, in 2007.

Manages distinctive investment strategies across multiple asset classes for:

  • Taxable and tax-exempt portfolio management
  • IRA rollovers
  • Foundations & endowments
  • Conservatorships
  • Agent for executors and trustees

Investment Management:

  • Individual security ownership
  • Customized portfolio
  • Managed for tax efficiency
  • Transparent asset based fee

Unique Features:

  • No proprietary mutual funds
  • Local decisions and personnel
  • No minimum size requirement

Country Club Trust Company strategically contracts with nationally and regionally recognized third parties to provide the following services:

  • Commercial and farm real estate management
  • Real estate sale and lease
  • Oil and gas interest management and sales
  • Estate sales
  • Certified appraisals

Average fees: Less than 1%

Electronic information and communication

  • Account information available on-line
  • Advanced authentication
  • Encryption available

*Information as of November 2016

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:
• Are not insured by the FDIC or any other federal government agency.
• Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate.
• May lose value.