|More than ever, good investment management requires experience and skill, plus emphasis on planning and investing to meet your personal goals and needs. Our Trust Department officers can provide the investment management services that you want and need for today and for the future. Through one-on-one assistance and careful attention to detail, we can develop a program of investments that will help you grow your finances. Some of the vehicles used for this purpose are:|
Contact Tom, Stanley or Michelle at (936) 631-3548 or (800) 581-1171 to schedule an appointment to discuss your goals.
- Custody Accounts – We'll make your investments based on your choices, maintain all of the records of the gains and losses and provide all of the proper documents to your accountant.
- Cash Management Sweep Accounts – By your design, funds in your FBTET checking account can be monitored daily and credited to or debited from a Money Market account based on your needs.
- Various other services – including investing funds in various products at a variety of risk depending on client needs.