Financial Services

Investment Agency Accounts

Individualized Portfolios and Mutual Fund Asset Allocation Models*

• Investment Management
  
  
• Investment Advisory
  
  

Fiduciary/Trust Accounts

Individualized Portfolios

• Revocable
  
  
• Irrevocable
  
  
• Charitable
  
  
• Living
  
  
• Testamentary
  

Retirement Plan Accounts

Individualzed Portfolios and Mutual Funds Asset Allocation Models*

• IRA Rollovers & Self-Directed
  
  
• 401(k) Balance Forward Plans
  
  

Estate Settlement Services

Irrevocable Life Insurance Trust Accounts
*Nondeposit investment disclosures:

• Not insured by the FDIC
  
  
• Not a deposit or other obligation of, or guaranteed by, the bank
  
  
• Subject to investment risks, including possible loss of the principal amount invested
  
  

Online Trust Client Access

To access Online Trust Services click here. If you would like more information on this service, contact the Investment Management Division today at (802) 748-6795.

To request more information, click here.