Personal Services Business Services Investments and Trusts About Us Insurance Login
Manager Bios
Personal Asset Management
Retirement Planning
Estate Planning
Mutual Funds
Brokerage Services
Variable Annuities
Fixed Annuities
Life Insurance
Long Term Care



Personal Asset Management

Separate Account Management Program

  • Disciplined investment philosophy
  • Custom-tailored portfolio for client
  • Individual stocks and bonds
  • Monitoring of portfolio asset allocations and securities
  • Tax sensitive portfolio management

Exchange Traded Fund Program for Accounts

  • Six asset allocation investment models
  • Select group of index based exchange traded funds
  • Monitoring of models and funds

Investment Research

  • Northern Trust Company
  • Goldman Sachs Private Client Group-Financial Workbench
  • Morningstar-Principia Pro
  • Bloomberg

Portfolio Manager

  • Direct access to the investment decision maker
  • Proven track record

Insurance and investment products sold through NB&T Insurance Agency, Inc., the Asset Management Group and The Investment Center are not a deposit, not FDIC insured, not guaranteed by National Bank & Trust, not insured by any Federal Government Agency, May Lose Value.

 

Copyright © 2006 National Bank & Trust. All Rights Reserved.
The National Bank and Trust Company | 48 N. South Street, P.O. Box 711, Wilmington, OH 45177