Capabilities

Capabilities

Manage cash for everyday financial needs

  • Secure 24-hour online banking
  • Multi-currency checking and savings
  • Fixed and variable time deposits
  • Foreign exchange services
  • Dual currency deposits

Leverage life’s opportunities

  • Customized lines of credit
  • Unsecured loans
  • Secured loans

Meet important financial objectives

  • Domestic and foreign fixed income
  • Domestic and foreign equities
  • Mutual funds
  • Separately managed accounts
  • Alternative investments
  • Fixed and variable annuities
  • Private equity
  • Universal Investment Plans

Manage and grow your wealth

  • Customized wealth management
  • Estate planning and preservation
  • Asset allocation and portfolio review
  • Legacy planning and philanthropy
  • Education funding (529 plans)
  • Trusts
  • Custodial accounts

Protect what matters most

  • Permanent and term life insurance
  • Disability and long-term care insurance
  • Premium finance