Wealth Management

Equity Portfolios

We use two different strategies for our equity portfolios.

  • Moderate equity strategy focuses on high dividend paying companies. These portfolios are diversified across industries. Stable companies are identified and selected to preserve capital while generating income for moderate performance.
  • Aggressive equity strategy is primarily invested in mid-cap stocks. Portfolios are concentrated in the very best businesses to enhance relative performance over time versus broad diversification strategies. Rigid, principle-based criteria are applied to stock selection. Only dominant companies with business characteristics conducive to investment success are selected. Trading is usually minimal. However, some economic and market influences might lead to more aggressive trading for performance purposes.

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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