When it comes to investments, there are plenty of options for what to do with your money such as individual stocks and bonds, mutual funds, exchange traded funds, REITs, etc. If you’re looking for personalized service from a knowledgeable team of Wealth Management professionals, an Investment Management Account from Peoples Bank Wealth Management Group might be the perfect option. It begins with a discussion about your risk tolerance, timeline, income needs, tax considerations, and performance expectations. From there, our skilled investment professionals can help you manage your investment account based on your goals and objectives. Our team can also help you develop a personalized financial plan to help you on the path to reaching your goals and objectives.
Learn how we can help. Complete the Quick Contact form or give us a call at (712) 722-0100.
What is Investment Management?
The experienced Wealth Management team at Peoples Bank offers a complete set of Investment Management services to individuals and families:
- Buy, sell, and monitor financial assets and investments.
- Create a personalized investment strategy for your portfolio based on your specific goals.
- Create a personalized overall financial plan to help you reach your goals and objectives.
- Perform bill payment and other administrative services (if desired)
- Coordinate your investment portfolio with other assets and financial needs.
Why Choose Peoples Bank Wealth Management Group?
Our team offers expert advice for every stage of life and we tailor your investment portfolio to suit your goals, risk tolerance, and timeline. To learn more or discuss how our team can help you, fill out the Quick Contact form to your right or call us at (712) 722-0100.
Peoples Bank nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.