Investment Management
Developing portfolios that fit your business

Your investment portfolio should be as unique as your business. Extraco Trust's approach to managing investments is to tailor a portfolio strategy that is based on a complete understanding of your goals, liquidity needs, risk tolerance, time horizon and income.

Our strategy sessions will focus on the equity selection process, as well as our fixed-income philosophy. To select equities, we use qualitative and quantitative data to choose large-cap companies that have strong management teams, long-term potential and proven earnings. Our fixed income philosophy starts with an understanding of your risk tolerance and cash-flow requirements. Your portfolio manager will then devise an investment strategy for investing in individual bonds and bond mutual funds.

Through careful monitoring and communication with you, we ensure that your investment portfolio trust account keeps up with your changing needs.

We also provide:

• Simplified financial reporting, tax assistance and compliance
• Distributions, record-keeping and tax payment
• An understandable, "at-a-glance" view of your portfolio
• Convenient access to your investment information

For more information, contact an Extraco Relationship Manager by e-mail, or call 866-EXTRACO toll-free.

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