About Us

 

  • Welcome to BksInvest, the website for BKS Investment Services, Inc., a registered investment advisory firm in Missouri serving multiple credit unions and their members in southwest Missouri.  Visitors seeking investment products and management services will want to review this home page and visit the Services & Products, and Business Retirement Plans sections.  The Asset Allocation Updates and Performance Data Sources sections of the website provide information about our advisory accounts current positioning and investment market conditions in general.  Investment management is available on a percentage of assets under management fee basis.


  • We provide investment asset allocation advice and individual advisory account management.  This includes guidance regarding equity, bond, or cash investments, and industry sector investments.  We always pursue strategies we believe provide the most attractive growth and income potential, adjusted for individual risk tolerance considering asset price volatility and potential loss. All services are driven by these requirements, and emphasize capital preservation when we do not believe we are finding attractive growth, income, or appreciation alternatives.   


  • Our working relationships with TD Ameritrade, independent insurance brokers, and Ascensus enable us to provide comprehensive investment management and products, including retirement accounts, life and health insurance, annuities, and estate management.