Investment Management with our Financial Advisors

Build a solid financial future for you, your family and business with the robust line-up of investment management services offered by the financial advisors at Founders Bank & Trust. Our unique relationship-centered approach is coupled with a thorough individualized portfolio review and follow-through. Our team doesn’t make a move until our investment strategy aligns with your objectives, capabilities and comfort level.

Whatever your situation – whether planning for retirement, building your wealth, growing or selling your business, creating or reviewing your estate plan, or experiencing any of life’s major changes – a financial planner at Founders Bank & Trust has the investment solution to help.

We want to be your bank of choice.

For additional information about our investment management products and services or to schedule a free consultation, please complete a Contact Us form to have a member of our team answer your questions.

Use our Financial Calculators to see how our investment products and services can meet your needs.

Meet our Wealth Management Team

Our experienced investment professionals provide individuals and businesses with a range of services which include:

Investment Portfolio Management

Founders Bank & Trust will build your portfolio using an asset allocation strategy determined by your current and anticipated circumstances and goals. In addition to individual equities and bonds, our portfolio managers use cost-efficient index and exchange traded funds.

Financial Planning

We offer diverse planning services to help you address a variety of immediate and future needs, which include among others:

  • Cash flow
  • Retirement
  • Estate
  • Education
  • Charitable and lifetime gifting

Whatever your life stage, financial status, or future needs, our financial advisors at Founders Bank & Trust can put in place the plan you need for your circumstances.

Business Investment Services

If your company has retained earnings that you want to preserve for future expansion of your business, Founders Bank & Trust can help you build a portfolio to prepare for your firm’s future.

Fixed Income Investments

Founders Bank & Trust can help you build a high-quality fixed income portfolio to address your income requirements while preserving wealth.

Employee Benefits Planning

Founders Bank & Trust provides the latest record-keeping and technology in designing and managing a customized retirement plan package for you or your business.

Portfolio Account Link (PAL)

PAL is a complimentary optional feature that provides secure 24/7 online access to wealth management accounts, allowing review of account summaries, investments, transaction activities and statements.

Investment products are not insured by FDIC, they are not deposits or other obligations of the bank and are not guaranteed by the bank or any federal government agency.  They are subject to investment risks, including possible loss of the principal.

How Can we Help?

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