Non-Discretionary Investment Management Account
We manage your money and recommend investments while you maintain final approval on all purchases and sales.
Much like our discretionary investment accounts, our Non-Discretionary Account comes with expert investment management advice and administrative services, but you retain the right to make final decisions regarding all purchases and sales.
Investment Account Fee Schedule
Wealth Management Department Services are: Not FDIC insured; not deposits of, and not guaranteed by the Bank or any other Federal Government Agency; investments subject to risk, including possible loss of principal.
For more information, talk to your Wealth Management Advisor.