Investment Management

A successful investment plan requires a comprehensive approach to ensure your portfolio aligns to meet your tailored objectives. At Sunflower Bank Wealth Management, our principles focus on serving your best interests. 

Our Investment Management Principles Include The Following:

  • Sunflower Bank Wealth Management is committed to leveraging our expertise and partnerships to mitigate the impact of fees, taxes, and trading costs on your portfolio.
  • As a bank, we are held to the highest fiduciary standard. We put our clients' best interests first. Always.
  • The Wealth Management Team is professional, highly knowledgeable, accessible, and free of conflict.
  • We design the right portfolio for you using mutual funds, exchange-traded funds, separately managed accounts, and model-based management.
  • Sunflower Bank employs a highly disciplined, actively managed process based on proven principles to achieve the most reliable outcomes.
  • Strategies are used to reduce costs, tax loss harvesting, employing tax-optimized trades, and additional strategies.

Research, analysis, and insights help us determine the best course. Regular reviews of your portfolio, including annually, semi-annually, quarterly, monthly, and daily, ensure that our decisions are laser-focused on serving your best interests.

Wealth Advisors

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.