Trust and Investment Services

Please call our Trust Department at 855-363-3544 if you have any questions or would like to schedule an appointment.

What our Trust and Investment Services can provide for you:

• Investment Management, acting as your agent in recommending investment strategies and managing your individual or retirement (IRA/SEP) portfolio, or acting as agent and manager for corporate retirement portfolios (401(k) Plans)
• Estate Settlement, acting as your executor
• Trusteeship, acting as trustee under your will, agreement or IRA
• Custodianship, acting as your agent in safekeeping, transferring securities and collection of income

Other Services:

• Singular (one time) purchase / sale of securities
• Estate / Trust management of individual fiduciaries
• Safekeeping of assets and providing consultation as a fiduciary or custodian
• Medallion Signature Guarantee

Please Note - For Non-Deposit Investment Sales: These products are not FDIC insured. These products are not deposit or obligations of, or guaranteed by, the deposit institution. These products are subject to investment risks, including possible loss of the principal amount invested.