Wealth Management
Welcome to Southwest National Bank! We are proud to offer our innovative Investment Management Account (IMA) to our valued customers.
With the IMA, you have the freedom to determine your own investment strategy and establish guidelines for us to implement it. We will then act as your agent, monitoring your strategy and making sure it is followed. This account is perfect for those who want complete control over their investments.
Our custodial account is another great option for those want to delegate the custody and record keeping of their investments. With this account, we will take care of all of the asset trading, recordkeeping and income collection for you. This is a great solution for busy people who don't have the time to maintain their investments themselves.
Please note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve risk including possible loss of principal amount invested.
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Investment Management Account
Our Southwest National Bank Investment Management Account offers a great way for our retail customers to invest in a variety of products, including mutual funds, stocks, corporate bonds, and more. With this account, you’ll be able to choose the investment mix that best suits your needs, and our team of experts will work with you to ensure that your portfolio is on track to reach your financial goals.
Our Trust & Wealth Management experts have a deep understanding of the financial markets and an impressive track record of success. When you purchase mutual funds through us, you can be confident that you are getting access to some of the best funds in the business from Fidelity, Franklin, Vanguard, Federated, and others - all on a no-load basis. We are able to purchase no-load funds and we use the lowest fee share class, only available to institutional entities. With our expertise and experience, we can help you grow your wealth while avoiding the high fees and commissions.
We understand that everyone’s financial situation is unique, which is why we offer personalized service and tailor our advice to meet your specific needs. So whether you’re looking for growth potential, income generation, or preservation of capital, Southwest National Bank has the experience and expertise to help you plan for the future and achieve your financial goals.
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Custodial Account Services
Southwest National Bank has a long history of helping our clients protect and grow their wealth. Our custodial account is a perfect example of our commitment to providing top-notch service. We handle all the accounting, record keeping, and income collection for your investments, so you can focus on what’s important - growing your portfolio. Periodic reports sent to you reflect all transactions on your investments, purchases, sales, income collected, expenses, rentals, maturities, gains and losses. Everything your tax advisor will need about your investments will be provided on a year-end tax report.
With our experience and dedication, you can rest assured that your assets are in good hands. Contact us today to learn more about how we can help you reach your financial goals.
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