CB Trust

CB Trust’s primary mission is to help you understand life’s changes and how they impact your various financial circumstances. Learn more about our suite of services below.

Location

600 Stevens Port Drive
Suite 101
Dakota Dunes, SD 57049
605 540 1145

 

Trusts

We provide comprehensive services in administering a client’s trust with professional asset management. This includes Revocable and Irrevocable trusts designed to possibly avoid probate and estate costs. Learn more today.

Trust Administration

Investment

Our investment philosophy focuses on delivering state-of-the-art asset-allocation models utilizing best-in-class institutional index funds for our investment management clients. Learn more today.

Investment Management

The Team

Get to know our team and take a look at our resource center to better understand how the world around us impacts your wealth.

Resource Center

Wealth Services Team