Investment Management

Working with Core Bank to manage investments is helpful because we focus on delivering state-of-the-art asset allocation models by utilizing institutional index funds for our clients.

Investment Management Services to Meet Your Needs

The investment management services that we offer at Core Bank include asset management, monitoring of existing investments, stock selection, portfolio management, investment property management, online investment management, and money market accounts. We’ll help you find the best option for you based on your financial goals.

Developing an Investment Management Strategy

We develop a strategy to manage investments that serves as a guide for acquiring and disposing of portfolio holdings. Investment strategies are an important aspect of an investor’s portfolio when they have certain financial goals. We oversee professional analysis and protect an investor’s portfolio during market downturns.

Investment Portfolio Management

Core Bank will monitor the performance of investments to meet long-term goals and manage risk for an investor. Portfolio management requires the ability to see opportunities and threats for investments and our team will work with you every step of the way.

On top of that, our investment property management services oversee residential and commercial real estate properties. We work with you to provide mortgage and construction loans to help reach your investment goals.

Online Investment Management

You can manage your investments online to ensure that they meet your financial goals. Our experienced bankers are available to help you get started and can answer any questions you have while managing your investments. Reach out to us today to learn more!

Investment Management FAQs

What is investment management?

Investment management is the professional management of assets to help meet goals for the benefit of investors.

Are investment management fees tax deductible?

Investment management fees are tax deductible if they exceed 2% of your adjusted gross income.

What are managed investments?

Managed investments are pooled investments that are managed by experts who will buy and sell on your behalf.

Contact Core Bank

Have additional questions? Want to get started with our investment management services? Get in touch with us today! Our team is here for you when you need us.

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Core Bank Breaks Ground on New Sarpy County Location

We are pleased to announce that work has begun on our new full-service banking and mortgage center located at 114th and Highway 370 in Papillion, NE, slated to open summer 2022. John Sorrell, President and CEO says, “We have a true commitment to the Sarpy County...