Online Banking Users: We have updated our online banking login. When you click the "Online Banking" button in the upper right corner, there is no longer a pop-up window. It now links directly to our login landing page instead.
Our Investment Philosophy
Our investment process is designed to provide value to our clients’ financial journey, and our investment philosophy encompasses the day to day disciplined routine by which we serve our clients.
Asset allocation and diversification to enhance potential portfolio return and relative safety.
Due diligence to offer the best investment managers while keeping cost and expense ratios low.
Commercial Portfolio Management
Continuous portfolio management with your investment goals and risk tolerance in mind.
A highly detailed, personalized plan, tailored to your specific financial goals.
Analyze your needs based on time horizon, cash flow needs, risk tolerance, tax status, and goals.
Implement Specific Investments
Oversight of investment selection performance by a variety of committees.
Monitor portfolio performance, suitability, and market changes.
Want a more comprehensive look at our Investment Philosophy?