SBT provides specialized trust and investment services to meet a wide range of financial needs. The professional investment staff in SBT's Trust department can review with you the current status of your investment portfolio and your financial goals.

Your SBT advisor will assist you and your attorney in sketching out a plan that will help you maximize return through proper structuring of your investments, identify ways to minimize tax burdens, and devise plans for the eventual distribution of your estate and business assets.

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Note: Investment products offered through our Wealth Management and Trust Services division (1) are not FDIC insured, (2) are not deposits or other obligations of the bank or guaranteed by the bank, and (3) involve investment risks, including possible loss of principal amount invested.