Investment 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 a personal investment policy statement, select a diversified Asset Allocation, and provide a full spectrum of low-cost and proven performance investment options.  

Strategic Partnerships*

We can share our direct account relationships with Vanguard, Fidelity, T Rowe Price, DFA, and many other no-load Fund providers who offer actively managed Funds, as well as passive Index Funds. 

Proactive Management

Our first-rate performance calculation program allows both the portfolio manager and client to monitor the investment performance results and make needed changes in a timely fashion.

Client Communications

Clients have daily direct access to their account balance via the Internet, in addition to statements mailed monthly, quarterly, semi-annually, or annually.

Free Consultations

Take advantage of our free consultations.

To get started, stop in or call our Retirement Services Team at (309) 743-1202.

 

*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.

In observation of Martin Luther King Day, all Banking Centers will be closed on Monday, January 21, 2019