Investment

• Investment Management
• Wealth Management
  With more than 1,000 employees covering locations throughout the state, we offer solutions for the financial needs of individuals, businesses and the public sector, including a network of local community banks, respected investment banking and wealth management services, public finance, real estate development and revitalization, leasing and mortgage services.

Accounting

• Payroll Services

Planning

• Financial Planning
  You’ve worked hard for your money. And it’s the job of our Trust & Wealth Management advisors to make that money work hard for you by securing your family’s financial future. Trust & Wealth Management services have become an important part of financial planning for everyone, regardless of age or level of income. The protection and management of assets can ensure the security and comfort for your retirement years and the well-being of your family.
• Retirement Planning
  Our goal-based planning process generates a written document describing what you are trying to accomplish and how we propose you succeed. Once a plan is implemented, it is carefully monitored and adjusted based on the planning objectives.
• Asset Management
  Based on the Uniform Prudent Investor Act, our investment policy follows the concept of Modern Portfolio Theory. When investing funds, each account is carefully analyzed to establish objectives and goals. Affordable asset allocation models are then implemented, monitored and adjusted based on several contributing factors.