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FSB
Trust and Investment Management Services Group provides an array
of non-trust services including investment management, custodial
services, discount brokerage services. Depending upon your level
of comfort, FSB has the right service to meet your financial goals.
| Investment
Management Services |
Managing your
investment portfolio can be a stressful and time-consuming process.
Establishing an Investment Management account with Farmers State
Bank allows our investment professionals the opportunity to develop
a strategy that is right for you. Our investment professionals will
provide you with an in-depth discussion of your current situation,
discuss your investment goals, and objectives and develop a plan
to obtain that goal. Together, a personal investment strategy is
prepared for you.
We:
- Manage the
securities in the portfolio, following the strategy guidelines
for your portfolio
- Advise you
of all the transactions made in your portfolio.
- Maintain
complete records and provide monthly account reports and year-end
tax statements.
- Provide safekeeping
for your securities and collect the income, distributing or reinvesting
as you instruct.
For those individuals
with the knowledge, confidence, and time to be your own investment
manager, our custodial services can be a significant time-saver.
We:
- Take protective
custody of your portfolio and provide safekeeping for the assets
- Handle the
buy and sell transactions through any broker you select
- Collect your
investment income and distributions
- Maintain
securities history and records
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Insurance
and Investment products are:
- NOT
A DEPOSIT
- NOT
FDIC-INSURED
- NOT
INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT
GUARANTEED BY THE BANK
- MAY
GO DOWN IN VALUE
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