TS Prosperity Group: Regenerating Investment Strategy and Fiduciary Care
By: Rachel Cain
Published: 11/21/2016
Council Bluffs, IA Nov. 21, 2016 – TS Banking Group is pleased to announce the launch of TS Prosperity Group, a combination of fiduciary services and institutional investment management. The Trust division, which includes fiduciary services, has been part of TS Banking Group for 90 years. The institutional investment management team has been developed internally at TS Banking Group over the last 10 years, earning national recognition in performance.
TS Prosperity Group focuses on creating multi-generational prosperity for clients through planning, investment management and fiduciary care. The ultimate mission of TS Prosperity Group is to manage risk for your greater reward.
In October 2016, TS Prosperity Group officially opened its doors at the newly constructed office at 43 Scott St., Council Bluffs, Iowa. This location is TS Prosperity Group’s headquarters, along with TS Bank’s third Council Bluffs location.
In describing TS Prosperity Group, Joshua M. Guttau, CEO, offered the following personal account:
“The vision for TS Prosperity Group - a blend of services that includes fiduciary care and institutional investment management - grew out of what I observed was being done by other financial advisors, investment managers and brokers over 15 years ago. I knew there had to be a better way.
We look at risk differently and seek to create better risk-reward strategies that provide ideal performance. TS Prosperity Group has chosen to take a path less traveled, and seven years ago started developing a proven process that allows us to create portfolios with optimal risk and return combinations for our clients. We embrace our fiduciary responsibility, putting our clients’ ongoing financial legacy at the forefront of everything we do.”
The TS Prosperity Group is led by Joshua M. Guttau, CEO; Kristi Waffle, COO; David Evans, Senior Fiduciary Officer, JD; Kevin Forristall, CFA, Chief Investment Officer; and Scott Simpson, TS REIS President. The team consists of fiduciary officers, prosperity planners, financial analysts, alternative asset managers and investment strategists. TS Prosperity Group has both the expertise and experience to help guide clients through each area of their prosperity plan.
By focusing on the prosperity of individual families, we can Ignite Prosperity® for our communities. To learn more about TS Prosperity Group’s process and the path less traveled, please visit tsprosperitygroup.com or call toll free at (844) 487- 3115.
About TS Prosperity Group:
TS Prosperity Group is the combination of fiduciary services from the 90-year-old TS Banking Group Trust division, and the institutional investment management team that has been developed internally at TS Banking Group over the last 10 years. TS Prosperity Group has over $250 million in AUM and is headquartered at 43 Scott St., Council Bluffs, Iowa, 51503. Joshua M. Guttau serves as CEO.