Wealth
Bank OZK Trust and Wealth Professionals are available to provide individual consultation, financial planning, trust and investment management services to help you meet your financial goals with timely advice and expertise tailored to reflect your individual priorities and values.
Services We Provide
Our team can provide you with peace of mind through:
- Investment Management Services
- Custodial Bank
- Retirement Planning
- Employee Benefit Plans
- Endowments, Foundations, and Charitable Contributions
Financial & Retirement Planning
Build a unique program to meet your needs. Your life is complex and a holistic approach towards planning your finances has never been more important. Bank OZK strives to understand each of our client’s financial goals while building an individualized plan of action to get you on your way. Our financial planning professionals are knowledgeable, experienced, compassionate and dedicated to helping you stay focused to realize your financial dreams.
Financial Planning can provide you with peace of mind through:
- Education and empowerment to help you make decisions about your financial future.
- Help in understanding all of the financial tools and resources available that best fit with your needs for the present, long-term and distant future.
- A neutral sounding-board to help keep you on course and push you when you need that extra boost so that you get where you dream of being.
Investment Management Services
Our investment philosophy is focused on providing diversified, high quality investment portfolios designed to meet each of our client’s unique needs.
Our services include:
- Risk return analysis
- Developing or revising an investment policy statement
- Implementing asset allocation strategies
- Selecting investments to meet stated policies and objectives
- Providing investment performance
- Monitoring portfolio to ensure compliance with investment policy statement
Custodial Bank
As your custodian, Bank OZK can help you streamline the time-consuming process of managing all your investment activity, allowing you to concentrate on the big picture.
Custodial services include:
- Safekeeping of assets
- Timely settlement of securities transactions
- Collecting dividend and interest payments
- Presenting called or mature bonds for payment
- Daily investment of cash balances
- Processing stock splits, mergers, or other corporate actions that impact your holdings
- Detailed statements of all your securities, including current market value and important tax information
Employee Benefits
Retirement plans offer many attractive benefits to employers by helping to retain experienced employees, attract qualified employees, and provide tax benefits through the deductibility of employer contributions. We can provide professional investment management and advice to ensure the plan’s assets are invested for the future benefit and security of the plan’s participants.
No matter the size of your company, we offer a broad array of qualified plans including:
- Profit Sharing
- 401(k)
- Defined Benefit plans
INVESTMENT PRODUCTS ARE NOT A DEPOSIT | NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
Endowments, Foundations, and Charitable Planning
Endowments, Foundations, and Charitable Trusts can not only help to reduce or eliminate estate and capital gains taxes, but these vehicles also serve as effective estate planning tools allowing you to accomplish your charitable goals, while also providing for future generations. Our estate planning experts are available to assist you with both the architecture and administration of your charitable legacy.
Our services Include:
- Helping you create your legacy by exploring your charitable gifting options
- Assistance in selection of best assets for charitable gifts
- Customized investment management of charitable funds
- Service as a trustee for charitable remainder trusts, charitable lead trusts and private foundations
Sustainable World Investments
Building a healthy environment for our families and future generations is more important than ever. Sustainable investing provides an opportunity for investors to align their values with their investments for a positive impact in the world without sacrificing performance.
Clients asked for portfolios fostering a sustainable world, and research proves sustainability is a potent investment tool, both financially and for protecting our planet. Neighborhood-wide to worldwide, we’re dedicated to helping our customers reach their financial goals with sensitivity to their values.
The Bank OZK Trust and Wealth team now offers a groundbreaking Sustainable Investing platform* that fosters a sustainable planet.
*Investment earnings though primarily sustainable investment sources could be more or less than those from a more diversified portfolio which is based solely on traditional investment principles. Sustainable investment options may exclude some investment types sources could be more or less than those from a more diversified portfolio which is based solely on traditional investment principles. Sustainable investment options may exclude some investment types.
INVESTMENT PRODUCTS ARE NOT A DEPOSIT | NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
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