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Investment & Trust

Investment & Trust

maximize your financial resources

West Bank’s Investment Management & Trust Department helps families maximize their financial resources through financial planning and wealth management assistance. Where will and trust revisions or other legal matters are involved, our trust professionals work in close consultation with your attorney and other professionals.

When you choose West Bank as your trustee or executor, we bring experience, integrity, and informed investment judgment to the management of your financial plan. Further, you will find us responsive, unbiased, and dedicated to serving your trust and investment needs for generations. With West Bank, you have the peace of mind in knowing that we are here to serve your trust, estate and investment needs now and for years to come.

To learn more, contact our Investment & Trust team at 515-222-2300 or 1-800-810-2301.

Investment Management Account

When you open an Investment Management Account with West Bank, we work with you to develop an asset allocation plan that meets your risk tolerance, your investment objectives, your income requirements and tax status.

Living Trust

Similar in its immediate benefits to an Investment Management Account, a revocable living trust offers added long-range planning advantages. A living trust can also allow the bank to act on your behalf should you become incapacitated. A highly adaptable framework for financial planning, your living trust can contain family trust provisions, preserving your privacy and bypassing probate at your death.

Testamentary Trusts

By leaving all or portions of your estate in trust, your will can add to your family's financial security and peace of mind. What's more, married couples can secure even greater tax freedom with trust planning. If providing financial security for a spouse, charity, or the next generation is among your goals, talk with a West Bank Trust professional about a testamentary trust.

Estate Settlement

Estate settlement involves a demanding, complex set of tasks - and the results, depend upon the experience, skills and judgment of those you designate to handle the job. West Bank provides specialized skills in all phases of estate administration that can insulate your estate from costly mistakes in settling your estate. Further, we can minimize the burden your family will face in managing your financial affairs after death.

Managed IRAs

At retirement the habits of accumulation, honed over a lifetime, must change. Retirement is when one begins to live on investment income, and perhaps, principal as well. Through a managed IRA with West Bank's Trust Department, we will help you balance your risks and manage important issues like structuring your distributions and establishing beneficiary arrangements.

Charitable Trust

If philanthropy is included in your objectives, talk with us about a charitable trust. Important income, gift and estate tax benefits can be achieved as you leave a legacy that benefits you, your family and your favorite cause. Naming West Bank as trustee ensures that the professional management of your legacy will endure.

Investment products provided Are:
Not FDIC Insured | May Lose Value | No Bank Guarantee

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