With NB&T Wealth Management, you gain a trusted advisor who collaborates with your current tax and estate planning team to deliver the best solution specifically suited to your needs. Our "open architecture" investment platform features:
- Competitive asset based fee
- Institutional pricing on stock and bond trades
- Access to best-in-class no-load mutual funds
- Strategic asset allocation models
- Investment management process that is both sustainable and repeatable
- Easy to understand statements and internet access to account information
Trust services provided by National Bank and Trust
For more information please call (937) 283-3058 or 1-800-837-3011.
Insurance and investment products are not a deposit, not FDIC insured, not guaranteed by National Bank and Trust, not insured by any Federal Government Agency, May Lose Value.