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Agent for Fiduciary Accounts
Empower our Wealth Management Group professionals to manage your investments. With a Monroe Bank & Trust Agency Account you have your own personal asset management team at your service.
Features and Benefits
- Over half a century of investment management experience.
- Managed mutual fund, index fund and individual securities portfolios.
- Convenient local access to world-class research.
- 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.
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Your Wishes Accomplished with Our Expertise
Agency accounts can be configured for individual trustees or other entities according to your estate plan. Our highly-personalized approach to client service will match your needs and preferences to a uniquely-designed, comprehensive wealth management program.
You know what you want your investments to do for you and your family, but you may not have the time or research resources to maximize them. MBT’s Wealth Management Group will help you establish your investment goals and turn them into reality.
To learn if an Agency account is right for you, contact a Wealth Management specialist to schedule a free, no-obligation appointment, or click here to contact a Wealth Management professional.
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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. |
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