Risk Management

Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.

Trust Point takes a multi-faceted approach to risk management. Through Trust Point’s portfolio construction and monitoring process, our investment professionals are able to mitigate various risks, including market risk, interest rate risk, inflation risk and more.

We’ll help you to map out your success.

Almost every piece of your portfolio is subject to risk — Trust Point will help lower that risk, so you can rest easy knowing your finances have optimal protection from market fluctuations. We’re focused on providing you with a personalized experience that makes you comfortable with the path ahead, while sticking to your long-term goals, no matter which way the market trends. When times are tough, Trust Point makes it easier.

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401(k) Plans

As a business owner, not only are you worried about your own retirement planning, but the planning of others. Trust Point’s all-inclusive, in-house team can take care of those needs at the highest level of accountability. From designing a 401(k) or profit sharing plan, to…

Asset Allocation

Trust Point’s asset allocation services will help you build a diversified portfolio of different asset classes, like stocks, bonds and money markets, to preserve and grow more wealth over the long term. We’ll help you offset losses and optimize your investment portfolio so you can…

Fiduciary Responsibility

At Trust Point we believe in spending the time to truly know our clients so that we can help them establish realistic plans to achieve their personal goals.

Other Types of Plans

In addition to employee/employer retirement plans, Trust Point offers retirement services beyond a basic 401(k).

Want to maximize returns, while lowering risk? Trust Point will help.

Understanding and managing your finances can be a daunting task – make it easier by working with a trusted partner. Since 1913, Trust Point has been serving the financial needs of individuals, families and corporations. A fully independent institution, we provide unbiased financial planning services only in the clients’ best interest, on a personalized basis. This tradition of independence and personalized experience is what continues to set us apart.

Risk Management Services

Controlling and mitigating financial risk can be a daunting process. Trust Point is here to make it easier for you. To plan a future in which your wealth is protected, risk management is crucial. Our team of financial professionals help to identify and mitigate risk from all aspects, including market risk, tax risk, retirement planning risk and more.

What We Do

Since our modest beginnings in 1913, we’ve expanded to offer a number of different financial services. From risk management to investment planning to asset allocation and more, Trust Point is committed to providing each individual client with the highest-quality services. Although we’ve grown, we haven’t forgotten our modest roots and the Midwestern work ethic that continues to set us apart from other financial institutions to this very day.

Risk Management Services

Trust Point has been helping our clients identify and manage their risk for over a century. We were founded out of the need to serve hard-working, independent-minded midwestern values, which are still reflected in our business practices today.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.