Monroe Bank and Trust > Wealth Management > Wealth Management Services > Agency Accounts
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Agency Accounts

You know what you want your investments to do for you, but you may not have the time or resources to manage them effectively.

A MBT Wealth Management Agency account means having your own personal asset management team at your service. 

Agency accounts can be configured for individuals, joint ownership, transfer-on-death registration, individual trustees, or corporate capacity. 

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.  
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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