Investment Management
Investment By Objective
Whether your objective is to save for a comfortable retirement, to build a dynasty or simply to preserve the wealth you've already earned, you need an investment plan that balances your financial goals with your tolerance for risk.
We develop a comprehensive investment strategy designed specifically for you. We have extensive financial management experience. We have the knowledge, insight and skill necessary to make appropriate investment decisions that match your particular objectives.
Our Sound Approach Allows You To Invest With Confidence
Summit Bank & Trust has formed an alliance with Heartland Financial USA, Inc. to provide the depth and breadth of investment services equal to the larger institutions in the marketplace. With nearly $1 Billion under management, we are professional money managers and well versed in all investment disciplines, including tax free planning.
We monitor the markets, analyze the trends, and utilize sophisticated forecasting methods. We are able to seek out opportunities that combine attractive earning potential with relatively conservative levels of risk.
Charitable Giving
Establish a Donor Advised Charitable Fund in the Wealth Management Group and you will reap rewards. Tax benefits and altruisms are only a few. Discuss your plans with the Wealth Management Group today!
Contact the Wealth Management Group at Summit Bank & Trust by calling 303.460.4700.
* Not FDIC Insured. No Bank Guarantee. May Lose Value.