We pledge allegiance to our customers. We believe getting to know our clients allows us to create a plan that satisfies both their comfort level and financial goals. Our experienced portfolio managers tailor investment portfolios from a universe of products to generate enhanced performance.
Investment Management
Diversifying your investments in a way that meets your needs and comfort levels is what a tailored, individualized portfolio is all about. We believe that the right allocation creates performance. This can only be achieved when our experienced portfolio managers work with you to create a personalized investment plan that’s right for you.
We provide:
- Agency
- Custody
- Traditional IRA
- Roth IRA
- Rollover IRA
- Inherited IRA
Unique Asset Management
Our team is here to help manage your investments beyond the typical stocks and bonds. We have experience in the following:
- Real Estate
- Farm Management
- Natural Resources (oil, coal, gas)
- Small Business Management
- 1031 Real Estate Exchanges
Talk to an experienced Trust and Investment professional today.
Not FDIC Insured – Not Bank Guaranteed – May Lose Value
The trust services sold through Independence Trust are not insured Independence Bank deposits and are not FDIC insured. These products are not obligations of Independence Bank and are not endorsed, recommended or guaranteed by Independence Bank or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed and loss of principal is possible.