Online asset management for individuals

Managing your financial assets is complex, but access needn't be.

Our Wealth Advisor service is a one-stop solution to the management of your financial assets - professional, expert portfolio management complimented by online access and cash-management sweep features.

With Wealth Advisor, we offer you the tools and advisory services you need to build your wealth and achieve your financial goals:

Professional, fee-based portfolio management by our Portfolio Management Group
• Checking-account and money-market sweep feature - efficient, automatic cash management of your daily cash balances
• CreditLine feature to fund cash shortages on your daily balances
• Convenient, one-stop online access to your total wealth

Understanding your investment needs is key to developing a successful long-term investment strategy. Your Relationship Manager and Portfolio Manager will work with you to manage your resources to meet your short- and long-range goals.

Partner with us and you'll receive unbiased, professional recommendations designed to meet your specific financial objectives.

Wealth Advisor. It's our one-stop solution to all your banking and portfolio management needs.