Welcome to BksInvest, the home page for BKS Investment Services, Inc. (a registered investment advisory firm in Missouri and Kansas). Visitors seeking investment management products and services will want to read this home page and visit the monthly news and products sections. Investment management is available on a percentage of assets under management fee basis.
Our alliance with Bankers & Investors enables us to also provide life and health insurance, annuities, and estate management. There is detailed information about them and other partners through the links to their websites in the business partners section of this website.
BKS Index Balanced benchmark portfolio performance was up 0.69% year-to-date through June, 2010 including commissions and management fees. BKS Fund / 401-k performance in the benchmark account was down 2.14% through June, 2010 also including fees, commissions, dividends and interest.
The Balanced Growth Mutual Fund Average return was down 4.65% year-to-date through June, 2010. The S&P 500 Composite was down 7.57%, and the NASDAQ Composite was down 7.05% (excluding a current annualized dividend yield of 2.14% on the S&P 500 Composite). The Dow Jones Industrial Index was down 7.579% (excluding a current annualized dividend yield of 2.87%). Corporate bonds were up 7.29% (excluding current yields of 5.88%), and Long-term Treasury bonds were up 9.87% (excluding current yields of 3.67%). Only the Balanced Growth Mutual Fund Average performance numbers include commissions, fees, dividends and interest. (Sources: The Wall Street Journal, and Barrons.)
Details are available in the Monthly Performance summary ("button") below.
As always, past performance is no guarantee or necessarily an indication of future performance.
(You will need Adobe Acrobat Reader to view Monthly Performance summaries, Sector Selection, Stock Selection ratings, Privacy Policies, and the Firm's Form ADV. Free Adobe Acrobat Reader is available through this highlighted download link or at www.adobe.com, if you don't have it. The Expected Asset Returns section is in Excel spreadsheet format, and requires that software to open.)
Investment manager profile.
Contact information.
Service Pledge: Our services will be competitively priced. We will provide assistance with the asset allocation process, and we will always pursue strategies providing the most attractive growth, income, and/ or appreciation potential adjusted for individual risk tolerance. All services are driven by these requirements, and will emphasize capital preservation when we cannot find attractive appreciation alternatives. The ultimate goal is the generation of risk adjusted returns that are better than market average returns over time.
Investment advisor, Bruce Schmidt, has been an investment analyst since 1982. He started his own investment and financial advisory firm in 2000. He is also currently serving as Assistant Vice President, Operations of Agora-X, as start-up Over-the-Counter commodities market. His most recent experience elsewhere was as a market maker/trader for three years at Security Investment Co. of Kansas City. Prior to that he was an investment analyst for seven years with American Century mutual funds' investment management group. He also spent three years at United Missouri Bank as an investment analyst, and five years as a utility financial analyst for the Missouri Public Service Commission.
He received an MBA with an emphasis in finance from the University of Missouri in 1982. He has been a Chartered Financial Analyst (CFA) since 1986, and is a member of the CFA Institute (CFA Website).
Contact Information
BKS Investment Services, Inc.
Bruce K. Schmidt, President, CFA
- Telephone
- 816-436-6373
- Postal address
- 3643 NW 84th Terrace
- Kansas City, MO 64154-1141
- Electronic mail
- bksinvest@kc.rr.com
- BanK of Weston
- Kip Crawford, 816-464-5555
- Bankers & Investors / Security Bank of Kansas
- Jerrod Foresman 913-299-6200