Bank Portfolio Management

Central States provides a wide array of Asset Management Services. Whether the client is in need of general asset management or our more specialized Portfolio Management, Central States can help clients build, manage and analyze portfolios of all types.

General Asset Management Services

Investment Representatives from Central States have powerful resources typically attributed only to the financial heavyweights. The team has refined its ability to deliver services in a more personal manner, reflecting our vast experience through numerous economic cycles.

We value our client relationships more than anything else.

Our Goal is to earn our clients’ trust and loyalty every day. Below are some of the products and services we provide.

Portfolio Products

  • U.S. Government Securities
  • Certificates of Deposit
  • Municipal Bonds
  • Federal Agency Securities
  • Mortgage Backed Securities

Asset Allocation

  • Portfolio and Market Analysis
  • Customized Portfolio Development for Each Client’s Specific Goals
  • Cash Flow Forecasting
  • Structuring Liquidity and Cash Needs
  • Pledging Requirements

Investment Policy Statements

  • Identification of Investment Objectives
  • Investment Guidelines – Bank Specific
  • Risk Evaluation

Kansas City

4200 W. 83rd Street, Ste 101
Prairie Village, KS 66208


245 North Waco Street, Ste 525
Wichita, KS 67201

Des Moines

2600 Westown Parkway, Ste 220
West Des Moines, IA 50266