Discretionary Investment Management Accounts
With our discretionary investment management service, you and your wealth manager will build a strategy based on your individual goals. Our managers consider the unique personal and financial situation of each customer to craft an investment strategy that includes your investment objectives, risk tolerance, and constraints, such as distribution needs and tax burden.
Once a strategy is agreed upon, we will base all decisions on these mutually established guidelines, taking the worry off your mind and placing the day-to-day decisions into the hands of our investment management experts.
Investment Account Fee Guidelines
Please contact one of our Wealth Management professionals for more information regarding investment management fees.
Investment and Advisory products:
NOT FDIC INSURED • NOT BANK GUARANTEED • NOT A DEPOSIT • MAY LOSE VALUE.