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Portfolio Management Services

Bring the experience of MBT's investment management and fiduciary professionals together to maximize the assets you’ve worked hard to build.  We’ll help you establish your account goals and investment strategies, and we will introduce ideas to help you accomplish your wealth-building objectives.

Features and Benefits

  • A dedicated portfolio management team assigned to each account. 
  • Proactive portfolio monitoring and programmed review of investments.
  • Performance measurement by independent investment performance review services.
  • Portfolio management strategies tailored to client needs and risk preferences.
  • Multiple levels of account reviews and audits.  
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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