|
|
 |
|
|
|
|
|
|
Agency Accounts
Empower our wealth management professionals to manage your investments. A Monroe Bank & Trust Agency account means having your own personal asset management team at your service.
Features and Benefits
- 65 years of investment management experience.
- Managed mutual fund, index fund and individual securities portfolios.
- Convenient local access to world-class research capabilities.
- Custody and safekeeping of assets under one convenient account.
- Immediate collection of dividends and interest and settlement of capital changes.
- Continuous investment of cash balances at money market rates.
- Flexible remittance and bill-paying services.
- Year-end tax information with detailed ledger available.
- Security trading at preferred institutional rates.
- Detailed account statements and free internet account access.
|
|
Your Wishes Accomplished with Our Expertise
Agency accounts can be configured for individuals, joint ownership, transfer-on-death registration, individual trustees, or corporate capacity.
You know what you want your investments to do for you, but you may not have the time or resources to manage them effectively. MBT’s Wealth Management Group will help you establish your investment goals and make them a reality.
Please click here to contact an MBT Wealth Management specialist to see if an agency account is right for you or call us at 800-321-0032.
|
The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
|
|
|
|