Investments

 

Build an investment portfolio that's right for you.

Our team of professionals offer a customized approach to your investments. For nearly a century, our Trust & Investment team has helped grow clients' portfolios during strong markets and assist them in more challenging times. We understand everyone's goals are unique and we tailor our services to each client we have the privilege to work with. Our core beliefs direct our efforts: 
  • Preservation of Wealth: Keep what you have worked hard to achieve
  • Portfolio Diversification: Take advantage of a number of investment types to help balance return and risk
We offer managed investments for those with complex investing needs and brokerage services for a range of investment types, including financial planning.
 
Asset Allocation and diversification does not ensure against profit or loss.
 
 
We offer professional asset management for high net worth clients and customized portfolios.
 
We have the investment management expertise to keep your assets adequately diversified and allocate funds in a way to help meet your financial goals. We work with you to create a customized investment strategy that not only meets your goals but also provides confidence according to your desired risk exposure. Based on your unique situation and appetite for risk, we execute your investments with a combination of both equity and fixed income strategies. The team's investment management strategies are planned and navigated by a deep bench of professionals with all investment decisions made by committee to ensure we consistently apply our disciplined process.
 
Your portfolio may include:
  • individual, high-quality stocks
  • mutual funds
  • exchange traded funds (ETFs)
  • government & agency bonds
  • corporate bonds
  • municipal bonds
Asset Allocation and diversification does not ensure against profit or loss.
 

Our Financial Advisors can assist with a variety of brokerage options including financial planning.

We understand that everyone’s financial goals are different. So we get to know you on a personal basis and whatever your goals are, our advisors can help you balance competing financial priorities and prepare for your financial future. Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild’s education or a legacy for future generations. That’s why we are goal-based, not transaction-focused. Our recommendations stem from a comprehensive assessment of your complete financial picture, including balancing shorter-term requirements with your longer-term goals, as well as the amount and type of risk you can comfortably assume. 
 
Our brokerage services include:
  • 401(k) Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • College Savings
  • Equities & Fixed Income
  • Financial Planning
  • Insurance - life, disability, long-term care 
  • IRAs
  • Managed Accounts
  • REITS
  • Retirement Planning
  • Stocks, Bonds, and Mutual Funds
 
 
 
 

Meet with our team.

Contact a local trust and investment professionals.

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