Trust

If you've accumulated substantial assets for retirement, utilizing our professional portfolio management services may be a smart choice. Our Trust and Investment Management professionals will work closely with you to develop carefully focused objectives for your retirement account, based on your income requirements, tax status, the nature and extent of your other holdings and your personal attitudes as an investor. We'll then place your funds into a custom portfolio that may include a combination of stocks, bonds, mutual funds or other alternative investment choices and provide continuing, dedicated management of your retirement portfolio based on your objectives. To do that, we draw upon substantial research and analysis resources, both internal and external, to manage your assets. We'll keep in close touch, year in and year out, to make sure our recommendations match your objectives. As your requirements change, we adjust your portfolio to your new goals.

In addition to complete investment management services, you'll also enjoy custody services when placing your retirement account with Associated Trust. We protect your portfolio holdings from hazards, collect mature or called bonds, sell or exercise stock rights on your behalf and take care of all routine investment chores. We also collect and remit income and provide you with complete statements of all transactions. Safety, convenience and simplicity for you.

For information about our Personal Trust Services, click here.

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