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INVESTMENT MANAGEMENT
When you open an Investment Management Account with us, we draw upon our sources of research and analysis to tailor a plan to manage your funds and investments to meet your goals and objectives. To begin the process, we sit down with you and develop and define objectives for your account based on your income needs, cash requirements, tax status, family concerns, your current investments and viewpoint as an investor.
Every buy or sell decision we make for your account represents our informed, independent judgment of your best course of action. If preferred, recommended changes will be submitted for your approval. We maintain regular contact and keep you informed. We make adjustments to your portfolio if your objectives or needs change and as the markets change.
Investing is our business. We take it seriously. We are well informed and able to help you develop a plan suited to your goals, objectives and needs. We believe successful Investment Management requires work, attention to details, objectivity and decisions grounded in experience. Investment performance is measured by a third party, assuring you of an independent review of our management.
Personal service and successful investing is only a click or phone call away at Central Bank. It would be our privilege to discuss in detail with you how we could serve your investment needs and planning.
IRA Rollovers
Because of their tax-deferred benefits, IRAs and IRA Rollovers present some interesting investment opportunities. We typically recommend an investment strategy for an IRA or IRA Rollover be developed in conjunction with your overall investment portfolio.
An IRA Rollover will utilize the services of our Investment Management Account. Additional assistance will be provided to preserve the account's tax deferral privileges and to calculate required distributions. We can employ independent investment performance measurement to keep you informed of our results and performance.
Retirement Plans
You and your company can look to us to assume an existing retirement plan or for assistance in establishing one for yourself and your employees. We provide documents for plan adoption, investments for contributions, systems for plan administration, training for employee education and we can serve as trustee of the plan. Look to us for help with a Profit Sharing, Money Purchase, 401(k) and other types of retirement plans.
Products offered may not be FDIC insured and may not be a deposit, or other obligation of the bank, and are not guaranteed by the bank. Products offered may involve investment risks, including the principal amount invested may lose value.
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