Investment Services

Guided by clear strategies and principles we will design an investment portfolio that meets your needs. We provide the following portfolios:

• Taxable accounts*
• Tax qualified retirement accounts*
• Asset allocation models*
• Individual stock and bond portfolios*

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 (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
• Rollover IRAs
• Custodial IRAs
• Simple IRAs
• Simplified Employee Plans (SEPs)

CorTrust Wealth Management specializes in designing and supporting tailored plans that strengthen your company's retirement options and ease administration. Services include:

• 401(k) plans*
• Profit sharing plans*
• Money purchase plans*
• Non-qualified deferred compensations plans*
• SEP IRAs*
• New comparability plans*
• Age-weighted plans*
• 457 plans*
• 403(b) plans*
• SIMPLE IRAs*

These accounts offer tax-free investment growth and tax-free withdrawals when funds are spent on qualified education expenses (college and K-12 expenses/purchases). We offer the following educational savings accounts to our clients:

• 529 plans
• Coverdell ESA's
• Custodial accounts (UGMA/UTMA)