Located in south central Kansas, Wichita is the largest city in the state. With a diverse economy anchored by aviation, manufacturing, healthcare and financial services, Wichita offers opportunities for both businesses and investors. For investors looking to work with professional investment companies in Wichita, here is an overview of 4 top options.
Koch Industries – A diversified conglomerate based in Wichita
Founded in 1940 as an oil refinery business, Koch Industries has grown into one of the largest private companies in America with over $115 billion in revenue. The company has diversified business interests in energy, chemicals, finance and investments. With its headquarters and major operations located right in Wichita, Koch Industries provides capital and investments for many local companies and startups across different industries.
Watermark Investments – An independent wealth management firm
Established in 1993, Watermark Investments is an independent wealth and investment advisory firm based in Wichita. It provides customized portfolio management, financial planning and retirement planning services for individuals, families and institutions. Watermark emphasizes long-term goals and personalized relationships. It manages over $1 billion in client assets.
Commerce Trust Company – A Kansas-based wealth management firm
Commerce Trust Company is a subsidiary of Commerce Bancshares, a large regional bank holding company. Commerce Trust has offices across Kansas and Missouri, including a Wichita location. It offers investment management, trust services and financial advice catered to high-net-worth clients. Commerce Trust manages over $6 billion in assets and advises on over $12 billion in client assets.
Waddell & Reed – A national investment advisory firm
Founded in 1937 and headquartered in Kansas, Waddell & Reed operates a national network of independent financial advisors. It provides financial planning, asset management and investment advice services to retail investors. The company manages over $60 billion in total client assets. Waddell & Reed has multiple advisor offices located throughout the Wichita metro area.
For investors in Wichita looking for professional investment management or financial advice, Koch Industries, Watermark Investments, Commerce Trust Company and Waddell & Reed present several top options with strong local ties. Their services span different areas like wealth management, portfolio investments, retirement planning and more.