Investment Management
Let our investment management professionals help you chart your course to success.
| Are not FDIC insured | Are not deposits | May lose value |
Create a plan for a brighter tomorrow. We can help!
Why BankWest Investment Management?
Combining your vision and our expertise, our investment management advisors will create a road map that delivers peace of mind and keeps your financial plan on track.
Let’s Design Your Plan
Smart investing requires analysis, development and execution. BankWest’s investment professionals will take the time to understand your needs, clarify your goals and evaluate your risk preferences before developing your customized investment plan. With your plan in place, your BankWest professional will monitor your plan’s progress, keep you informed and suggest changes as your situation or market conditions warrant.
Exceptional Expertise
In addition to providing in-house investment management services, the BankWest Trust Department partners with Financial Counselors Inc. (FCI) to provide individual security management for high net worth and institutional clients. FCI is a trusted resource with the reliability of a well-established money management firm and the expertise of some of the most innovative leaders in the field.
Investment Policy Development and Review
- Review investment objectives, liquidity needs and risk tolerance
- Define performance criteria
- Conduct periodic reviews
Asset Allocation Construction and Review
- Identify asset classes and investment styles
- Build allocation models to meet risk preferences and return expectations
- Select an investment manager using separate accounts, complemented with mutual funds and exchange traded fund portfolios
Our Investment Team
We believe in a full-service approach geared toward helping you pursue your financial goals. With years of experience and a complete menu of services, we can assist you at any point in your investment journey.
Lori Burmeister
333 Omaha St. Ste. 5
Rapid City, SD 57701
605-399-4133 or 855-288-9311
Ty Kinneberg CTFA™ AFIM®
1920 N. Sanborn Blvd.
PO Box 220
Mitchell, SD 57301
605-945-3896 or 800-671-0053
Richard Platt CTFA™
1920 N. Sanborn Blvd.
PO Box 220
Mitchell, SD 57301
605-995-4664 or 800-671-0053
Leesa Webb CTFA™ AFIM® FPQP®
420 S. Pierre St.
PO Box 998
Pierre, SD 57501
605-945-3722 or 800-253-0362
Helping you cultivate financial success
Here are some estate planning corners to dust off and review with your estate planning attorney to ensure your goals and needs are safeguarded and up to date.
Discover how trusts cater to diverse needs across various ages, from managing investments and properties to supporting family members and charities, reflecting a broad spectrum of financial goals and professional services.
It's never too early or too late. You have options.
Disclosures
*Investment products are:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE