Asset / Investment Management

Our Trust Department offers comprehensive investment services and portfolio management tailored to meet the unique needs of individuals, families, institutions, and non-profits. With a disciplined, long-term approach, we focus on preserving and growing wealth through customized investment strategies aligned with each client’s financial goals, risk tolerance, and time horizon. Our experienced team actively monitors portfolios, making informed adjustments as market conditions evolve, all while maintaining a strong emphasis on fiduciary responsibility and prudent asset management.

The Trust Department has a fiduciary duty to act in the best interests of its clients at all times, placing their needs above all else. This responsibility includes managing assets with care, skill, and diligence, making prudent investment decisions, and maintaining impartiality when serving multiple beneficiaries. The department is also responsible for ensuring full compliance with legal and regulatory standards, maintaining transparency, and providing accurate reporting. As a fiduciary, the Trust Department is committed to upholding the highest standards of integrity, accountability, and professionalism in the stewardship of client assets.

The Trust Investment Committee plays a critical role in overseeing the investment activities and strategies of the Trust Department. This committee is responsible for setting investment policy, approving asset allocation guidelines, and ensuring that all portfolios are managed in accordance with fiduciary standards and regulatory requirements. Comprised of experienced financial professionals, the committee meets regularly to review market conditions, assess portfolio performance, and make strategic adjustments to align with the long-term objectives of our clients. Their oversight helps ensure disciplined, consistent, and prudent investment management across all client accounts.

We believe effective portfolio management starts with recognizing that no two clients are alike. Each individual, family, or organization we serve has distinct financial goals, time horizons, income needs, and risk tolerance. That’s why we begin every relationship with an in-depth conversation to fully understand these factors before developing a personalized investment strategy. Our team carefully selects investments that align with the client’s objectives, whether that means focusing on growth, income, capital preservation, or a combination of these. We maintain ongoing oversight of each portfolio and security, making thoughtful, strategic adjustments as market conditions or client circumstances evolve. Throughout the process, we prioritize clear communication, transparency, and disciplined decision-making to ensure the portfolio continues to support our client’s long-term financial well-being.