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.
Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not a deposit, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value. Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC. TDAmeritrade Institutional and BKS Investment Services are not affiliated. Copyright BKS Investment Services 2018.