Skip to main content
  1. Home
  2. Trust / Wealth
  3. Resource Center
  4. Preferred Investments

Preferred Investments

Attention! Non-deposit Investment Products are not bank deposits or obligations, are not guaranteed by any bank and are not insured or guaranteed by the FDIC, the Federal Reserve Board, or any other government agency. Investment in these products involves risk, including possible loss of principal. Past performance does not guarantee future performance. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Investors should consider their investment objectives, risks, charges and expenses. You can contact Trust & Investment Services at 605-357-3174 or 866-951-6800 with any questions or to help you with a transaction.

By proceeding to the links below, I confirm I have read and understand the above information. 

Our wide selection of investment products and portfolio models provides you with the right choices to build a diversified portfolio or allows us to do that work for you.

Preferred Mutual Fund List

Each fund is compared to a benchmark that is representative of its market cap and investment style. We monitor the manager of each fund and make changes to the list as necessary. The returns are reviewed on a monthly basis.

Preferred Mutual Fund List

Preferred Target Date Fund List

This list offers the simplicity of a complete portfolio in a single fund. Each fund invests in several broadly diversified Vanguard funds. As the target date in the fund's name draws near, its investment mix becomes more conservative. Through this sophisticated approach, a single Target Retirement Fund is meant to serve you throughout both your career and retirement.

Preferred Target Date Fund List

Preferred Stock List

The Preferred Stock List is comprised mainly of dividend paying individual stocks and exchange-traded funds (ETFs) that should provide long-term growth and income.

Preferred Stock List

Portfolio Models

Portfolio Models offer you a diversified portfolio using a range of asset classes and investment styles based on your risk tolerance. We monitor the Portfolio Models and make changes as we see changes in the economy or changes to the mutual funds inside each portfolio model.

General Information

Investment Returns and Details

Portfolio Model Changes