Why Choose CNB Bank & Trust, N.A. Investment Solutions?
CNB Bank & Trust's, Wealth Management Group uses a proprietary process to design investment portfolios based on our clients’ unique goals and objectives. We monitor our clients' accounts and make adjustments when needed to keep the investments aligned with their objectives.
We meet with our clients regularly to discuss investments within their portfolios and update their investment objectives as warranted. The portfolio we design will be invested in assets that are diversified to reduce risk and at a low cost. Finally, we help our clients stay the course and not get derailed by short-term market fluctuations.
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Accounts We Can Manage
• Individual retirement accounts (Roth and Traditional)
• Personal investment accounts (Fixed, Equity, Balanced)
• Trust and Estate Administration (Revocable Living Trusts, Special Needs Trusts, Trusts under Will and Guardianships)
Investment Management Services
In light of the economic and market conditions over the past few years, many investors today realize the importance of professional investment management that is free of conflicts of interest with full disclosure of fees and other charges. They want someone on their side, looking out for their best interests, helping them to develop an investment strategy geared to their unique goals and risk tolerance.
CNB Bank & Trust, N.A. Investment Management solutions provide hand-tailored solutions that include
• Portfolio management
• Tax management
• Risk management
• Estate planning
Schedule an Initial No-Cost Consultation
Complete the form below to meet with our investment specialists and to learn how our solutions may be right for you.
Trust and Wealth Management Services: not a deposit, not FDIC insured, not insured by any Federal Government agency, not guaranteed by the bank, may go down in value.