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Investments are the art of optimizing holdings and increasing the value of your portfolio. It takes common sense and diligence to do it successfully — in addition to a little courage.

Whether you want to invest as an individual or for your business, our staff hosts an array of talents and is dedicated to helping you succeed. We can provide the tools you need to make the most of your investments.

InvestorServices has a dedicated team with the experience and resources to handle all the details that support your corporation's goals. We’re committed to developing and maintaining a strong affiliation with you through communication and trust. An InvestorServices representative can assist in the financial planning and appropriate asset allocation integral to your financial success.

Central Capital Markets (CCM) is a fully staffed trading desk offering customers a wealth of experience. CCM offers a wide selection of fixed income products with access to over 100 bond trading desks across the country.

Safekeeping is one of the safest, most solid, and easily managed custodial services we offer. With over $6 billion of securities in safekeeping, our securities are safekept through Fiserv Inc., a worldwide organization with clients in more than 60 countries. All purchases and sales are automatically credited to or debited from your account along with principal, interest, and coupon payments. You will receive a monthly statement showing all securities in safekeeping noting the current market value of each security.

Bond Accounting is a critical element in a well-managed investment portfolio. Our system provides institutions of all sizes with a complete and affordable bond portfolio accounting solution without any hidden fees. You will receive management and accounting reports, a confirmation of each security transaction, and the ability to account for complex security types.

Investment Management Services offers tailored investment strategies to assist you in reaching your financial objectives. With more than $3.1 billion currently under management, our team works directly with you to ensure that investment strategies are customized to meet your risk profile and tax concerns. Our experienced, professional investment advisors handle the day-to-day investment decisions under the guidelines established to fit your investment needs. Throughout your relationship with us, you receive a high level of communication and regular contact, as we work with you to meet your evolving goals.

Contact us for more information.


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Learn About...

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All or none order

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Business Tools

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Consumer Price Index (CPI)

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Custodial account

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Custodian

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Day order

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Derivative

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Discount rate

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Diversification

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Dividend

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Dollar cost averaging

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Dow Jones Industrial Average (DJIA)

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Exchange

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Expense ratio

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Government National Mortgage Association (GNMA)

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Growth stock

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Hold in street name

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Investing Tools

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Loan Tools

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Mortgage-backed security

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Mutual fund

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National Association of Securities Dealers, Inc. (NASD)

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Net asset value (NAV)

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New issue

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New York Stock Exchange (NYSE)

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Odd lot

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Offer price

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Over-the-counter (OTC)

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Preferred stock

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Price-earnings ratio (P/E)

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Principal

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Prospectus

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Put

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Quote

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Real Estate Investment Trust (REIT)

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Reverse split

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Round lot

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Securities Investor Protection Corporation (SIPC)

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Sell

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Sell stop order

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Settlement date

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Short

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Single account

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Standard & Poor's 500 Stock Index (S&P 500)

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Stock

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Stock split

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Stock symbol

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Stop limit order

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Stop order

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Street name

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Total return

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Trade date

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Uniform Gifts to Minors Act (UGMA)

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Uniform Transfers to Minors Act (UTMA)

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Unit investment trust

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Warrant

 


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