Business Banking
Manage cash flow, mitigate risk, and strategically invest with business banking solutions encompassing both traditional commercial banking and alternative specialty finance options.
Commercial Banking
Treasury Management
Commercial Lending
Company Retirement Plans
SBA Lending
Specialty Finance
Equipment Finance
Asset-Based Lending
Accounts Receivable Financing
Floorplan Financing
Private Wealth
Protect the long-term health of your family’s financial future.
Financial Planning Services
Investment Management
Trust & Estate Administration
Private Banking
Brokerage Services
Consulting For Banks
Make strategic investment and asset liability decisions with a partner that knows how to ask the right questions.
Investment Portfolio Services
Asset Liability Management (ALM)
ALM Process Validation

Investment Management

Achieve your financial goals with a personalized approach to investments.

Investment products are not insured by the FDIC, are not deposits, and may lose value.

Wealth Management is a Relationship

Set and meet your short- and long-term goals with a personalized investment management portfolio and strategy — built on powerful relationships.

As a high net-worth individual, you deserve an evolved investment philosophy that delivers competitive returns and aligns to your financial objectives.

Goal-Driven Strategy

Identify your goals and collaborate with our team to build a plan that helps you reach those objectives and manage substantial wealth.

Personalized Portfolio

Build a sophisticated investment portfolio that aligns to your individual perspective, complete financial picture, and personal financial and lifestyle goals.

Financial Market Expertise

Achieve competitive returns on your investments with experienced financial analysts on your side.

Leading With Listening

Listening closely is a skill we constantly refine.

That’s how we start great conversations that lead to great relationships. When it comes to helping you with investment management, the focus is always on your priorities. As a result, great conversations also develop into treasured relationships.

What matters to you? What are you trying to do with your assets? With the answers to these questions in hand, we work with you to create a personalized investment portfolio that supports you in achieving your financial goals.

A Deliberate Approach To Asset Allocation

Your perspective drives every decision of investment management. Here's how we do it.

Financial Indicators

Track trend, sentiment, fundamental, and macroeconomic indicators to develop a strategic investment management solution for you.

Portfolio Composition

Determine the right mix of cash, bonds, and stocks based on your objectives — helping you adjust as needed to account for market trends.

Return Requirements

Define your expected rate of return and help you achieve profitability by analyzing the return of your investments.

Time Horizon

Establish short- and long-term investments that align with your defined time horizon given your financial goals and current state.

Risk Tolerance

Delineate your personal risk tolerance with guidance to build the strongest, most profitable investment strategy for you and your family.

Find Your Future. Invest With Confidence.

Creating a smart investment portfolio strategy starts with understanding where you are — and where you want to go. What do you want to plan for?

Business transitions and retirement
Charitable giving passions
Education funding for future generations
Securing your legacy

No two stories are the same; neither should your investment portfolio mimic anyone else's. Talented investment management professionals weigh every facet of your story to craft a plan that works for you.

Start The Conversation

Ten-Year Capital Market Assumptions

While cash currently yields an attractive 4.58%, our analysis projects a gradual decline toward inflation levels. Get the full picture in our Ten-Year Capital Market Assumptions report, with comprehensive forecasts for stocks, bonds, and alternatives through 2034.

Access The Report