Trust & Investment
Trust & Investment Management Group
Secure your financial future
Your trusted local partner
Selecting a trustee and investment manager is one of the most important decisions you can make. Since 1963 we’ve been providing full-service trust and investment services tailored to your unique situation, risk tolerance, and financial goals.
Trust Administration
We lead with personal attention and compassion, recognizing that each family is unique and each trust administration is different.
Investment Management
We help clients construct well-diversified portfolios of high-quality investments to provide competitive returns with below-average risk.
Retirement Accounts & Plans
Install or upgrade a company-wide retirement plan for your employees.
Estate Settlement
Our team provides comprehensive, personalized administration of a decedent’s estate.
