CorTrust Bank

Investment Services

 

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Investment Management Services


CorTrust Bank's investment objective is to maximize the return on your portfolio while adhering strictly to pre-determined risk parameters and investment guidelines. We work closely with you to understand your investment objectives, risk tolerance, tax situation and liquidity requirements. Our investment professionals manage your portfolio according to your specific needs and continually monitor your account. Investments are selected from among some of the best no-load mutual funds, highest-quality common stocks, bonds and insured bank products. We prepare individually tailored portfolios for:


  • Taxable Accounts
  • Tax-free Accounts
  • Asset Allocation Models
  • Individual Stock and Bond Portfolios


Institutional Investment Services


Our institutional clients include foundations, endowments, private/public trust companies and non-profit organizations. We offer the following services for our institutional clients:


  • Investment Advisory Services
  • Custody Services
  • Escrow Services

Individual Retirement Accounts


Individual Retirement Accounts (IRAs) allow your retirement savings to accumulate faster by deferring tax payments or even achieving tax-free growth opportunities. We can provide complete investment management for your IRA, or you can direct your own IRA in a broad range of investments. We offer:


  • Traditional IRAs
  • Roth IRAs
  • Custodial IRAs (Bank CDs)
  • Simple IRAs
  • Simplified Employee Plans (SEPs)
  • Coverdell Education IRAs

Personal Financial Services


Our personal financial services provide relief and assistance to our clients who need help with their day-to-day financial matters. Our customers can enjoy their later years without the burden of handling the oftentimes confusing details of:


  • Medical Insurance Management
  • Financial Management
  • Bill Paying
  • Annual Tax Preparation


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Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested