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Investment Management
Professional management for your assets and financial affairs
With Extraco Trust, you can put your assets and financial affairs in the hands of a professional. All your financial needs are met with one relationship, in one place.
We develop an investment portfolio customized to your goals — whether you're focused on building an equity portfolio aimed at a long-term objective or establishing a ladder of fixed income investments to meet current needs.
We gather information about your risk tolerance and needs, then determine the right balance of risks and returns and the mixture of asset classes that will meet your goals. We build a portfolio using individually managed portfolios, common trust funds, mutual funds and other products.
Through careful monitoring and communication with you, we ensure that your investment portfolio keeps up with your changing needs.
We also provide:
- Simplified financial reporting, compliance and tax reporting
- 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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55+ Checking
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Free checking for those on the senior side of the generation gap. |
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