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Trust & Investment
Trust & Investment Management Group
Secure your financial future.
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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.
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Trust Administration
We lead with personal attention and compassion, recognizing that each family is unique and each trust administration is different.
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Investment Management
We help clients construct well-diversified portfolios of high-quality investments to provide competitive returns with below-average risk.
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Retirement Accounts & Plans
Install or upgrade a company-wide retirement plan for your employees.
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Estate Settlement
Our team provides comprehensive, personalized administration of a decedent’s estate.