Trust Account Services
Wealth and Investment Services for Corporations
Corporations for professionals, associations for professionals, and foundations can accumulate assets that can benefit from investment management services. T Bank’s Wealth and Investment Services can fulfill those needs.
Working with one of our officers or your own investment manager, an investment plan will be implemented using an allocation solution that meets your organization’s investment needs. Investment allocation models can take advantage of our outside managers’ skill sets utilizing a variety of asset classes to find a plan that works for your situation.
As with all of our investment services, client account assets are held in custody at major institutional custodians which include US Bank and Fidelity Investments. Cash held pending investment within the bank is fully insured by the Federal Deposit Insurance Corporation.
To get more information, please contact us at firstname.lastname@example.org or by calling 972-720-9045.
Investment products including: stocks, bonds, mutual funds, UITs, variable life, annuities and life insurance are:
- Not FDIC insured
- Not guaranteed by T Bank
- Not an obligation or deposit of T Bank
- May involve investment risk, including the possible loss of principal amount invested.