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Investment > Trust

Manged Trust Services

Products offered by the Investment and Trust Services division are: not insured by the FDIC; not deposits or other obligations of, and are not guaranteed by the Bank; and subject to investment risk, including the possible loss of principal invested.

The planning and management of your assets can be a complex undertaking and the need for competent management is more important than ever. The assistance of knowledgeable professionals is both necessary and desirable if you are to attain your financial objectives.

Investment services are designed to help our clients manage their money in the most efficient and profitable manner. A complete range of traditional trust services and innovative investment management services are available. The department also offers a wide range of products available to businesses, corporations and non-profit organizations.

Professional Staff
Our team of trust and investment management professionals is dedicated to providing clients with the highest level of professional, personalized and quality services available.

As one of the largest and most experienced trust departments in the area, we invite you to acquaint yourself with our trust and investment management professionals.

Investment Management
Investment Management Services
Portfolio Advisory Service
Investment Funds Account

Personal Trust
Non-Profit and Charitable Agencies or Trusts
Settlement of Decedents' Estates
Living Trusts
Testamentary Trusts
Legal Guardianships
Insurance Trusts
Personal Agencies
Depository Accounts

Trustee for Retirement Plans
Money Purchase, Profit Sharing, 401-k,
S.E.P. and Self-Employment Plans
Trustee for Rollover IRA Plans;
Roth IRAs
Full Participant Accounting Services

Corporate Services
Bond and Registrar and Paying Agent
Corporate and Municipal Escrow

Contact Us for an Appointment
Phone: (440) 244-7226 or 1-800-860-1007
FAX (440) 245-4511
457 Broadway Avenue
Lorain, Ohio 44052

Internet Access
Customers of our Investment & Trust Services division can access their
account information using the link provided. Daily investment positions
and transaction history are available 24 hours a day. To sign up, please
contact your account administrator.

 


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