Life’s Journey
No matter where you are on life’s journey of accumulating and investing money, our Financial Consultants can help guide you through the process and monitor and review your progress regularly.
Planning
Planners help develop a road map to help meet your goals.
- Conduct long-term needs analysis and provide advice on areas such as investments, retirement, and estate/tax planning
- Work to ensure investment and financial needs are met in an efficient and cost effective manner
- Guide in the types of investments
Advising
Advisors help to sift through decisions that range from simple to complex.
- Create a customized suite of services that address all of your financial planning needs
- Actively manage your investments with a focus on long-term goals
- Provide advice and recommendations on personalized investment solutions from the most comprehensive products
Portfolio Managers
Perhaps you have accumulated savings at several different financial institutions and you want to consolidate and simplify the management of your investments. Or maybe you represent a not-for-profit organization that needs their investments expertly managed. We can:
- Provide investment management services to individuals, non-profits, and other organizations
- Professionally manage your investments, tailored specifically to your objectives
The Extraco advantage includes:
- Direct access to a dedicated Consultant
- A low cost management fee structure that compares favorably
- Disciplined investing under a philosophy based on prudent investment principles aimed at achieving consistent returns
Extraco Banks is a Member FDIC. Securities offered through Extraco Banks are NOT Deposits, NOT Insured by the FDIC or any
Federal Government Agency, NOT GUARANTEED by EXTRACO BANKS or its Affiliates, and MAY GO DOWN in value.
