We specialize in assisting businesses with retirement plans that have fewer than 25 participants. This focus enables us to provide personalized assistance to your staff.
Our multi-asset class and multi-manager approach to portfolio construction aligns well with the investment objectives of your businesses and related retirement plan assets. Key goals and objectives that our services support include:
- Fulfilling the fiduciary responsibility for prudent investment management
- Maximizing investment returns within a defined level of risk
Intermediate and long-term funds
We can invest funds not earmarked for reinvestment in the business.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Get cash back on Debit card purchases, enjoy FREE Online and Mobile Banking, surcharge-free access to 55,000 Merchants Bank and Allpoint ATMs. Click here.
Save paper and reduce your carbon footprint–a free service for personal online banking customers–sign up today.
Use your Debit Card to pay for groceries, gas, movie tickets and more. And Rewards Checking customers earn cash back on all Debit Card purchases. Learn more.