Investments are the art of optimizing holdings and increasing the value of your portfolio. It takes common sense and diligence to do it successfully — in addition to a little courage.

Whether you want to invest as an individual or for your business, our staff hosts an array of talents and is dedicated to helping you succeed. We can provide the tools you need to make the most of your investments.

InvestorServices has a dedicated team with the experience and resources to handle all the details that support your corporation's goals. We’re committed to developing and maintaining a strong affiliation with you through communication and trust. An InvestorServices representative can assist in the financial planning and appropriate asset allocation integral to your financial success.

Safekeeping is one of the safest, most solid, and easily managed custodial services we offer. With over $6 billion of securities in safekeeping, our securities are safe-kept through Invest Financial Corporation.

Investment Management Services offers tailored investment strategies to assist you in reaching your financial objectives. With more than $3.1 billion currently under management, our team works directly with you to ensure that investment strategies are customized to meet your risk profile and tax concerns. Our experienced, professional investment advisors handle the day-to-day investment decisions under the guidelines established to fit your investment needs. Throughout your relationship with us, you receive a high level of communication and regular contact, as we work with you to meet your evolving goals.