Portfolio Management Services

Portfolio Management Services

No matter where you are with your long-term financial goals, our team is committed to serving you at the highest level of service for your long-term financial success. To help keep your plans on the right track, we offer …

Investments Services*

We will create and execute a strategic asset allocation policy specific to your needs, and we offer a full spectrum of investment-specific account options.

Proactive Management

From indexed funds, to growth, small cap and international equities to bonds, we'll allocate resources, monitor the allocation, and rebalance when necessary.

Quality Service

Our client services team is responsive with every transaction, report, and portfolio evaluation, because that's what builds financial success.

Start a New Partnership Today!

To get started, stop in to one of our branches, or call our Retirement Services Team at 309-757-0700.

*Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.

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