Wealth Management

Bond Portfolios

We build taxable and tax-exempt laddered bond portfolios using investment grade issues in corporate, municipal and other government sectors. Typically, we strive to preserve capital by limiting credit risk and purchasing securities guaranteed by their issuers. Bonds are selected with a focus on total return to maturity. Given the unpredictability of interest rates, we focus on outperforming fixed income benchmarks.

Contact Trust & Wealth Management for more information.

Use our calculators to estimate retirement and investment options. 

Investments are subject to investment risk, including possible loss of the principle invested.

Personal Business Retirement

Investment Products:

* NOT A DEPOSIT * NOT FDIC INSURED * NO BANK GUARANTEE *
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *
* MAY LOSE VALUE *


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