Talk to a specialist (888) 734-4222
Wealth Management & Investment Services
Our Wealth Management Group professionals work closely with you to design and manage a securities portfolio that complements your specific investment objectives.
Your asset allocation consists of quality money market funds, well-researched equities, and investment quality fixed income obligations. Formal and documented reviews of your portfolio are conducted on a regular basis. You receive timely asset and transaction statements detailing all the activity in your portfolio.