1.800.374.6123

Asset Management

We’re committed to making long-term relationships with our clients.

With over 50 years of combined experience, our local investment team takes the time to understand your income needs and risk tolerance to deliver financial advice. We take a disciplined, long-term approach, focusing on maximizing growth in your portfolio.

Find an advisor

Create a plan about you.

We tailor investment strategies on an individual basis because your goals and risk profile are uniquely yours. Your financial portfolio will reflect this as we continually monitor the economy and financial markets and will regularly meet to update you on the market and your portfolio performance.

Our expertise, service and resources rival national banks, but our clients enjoy a small-bank atmosphere. Our investment selection is based on world-recognized independent research, and we conduct due diligence research on investment managers. Our investment team is always available for additional investment management and advice.

Find an Advisor

Fill out the form below or contact [email protected] or 800.860.6107.

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INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC. NOT DEPOSITS OR OTHER OBLIGATIONS OF THE BANK AND ARE NOT GUARANTEED BY THE BANK; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS 

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