FIRST STATE BANK’S INVESTMENT MANAGEMENT & CUSTODIAL SERVICES
Providing Convenience and Personalized Service
Offering the Best Services for Peace of Mind
Are you spending more time keeping track of your investments than you would like? Have you misplaced the cost basis information on your assets? Do you travel often and need assistance with payment of your monthly bills or other ongoing expenses? Our investment management or self-directed services, also referred to as custodial services, may be ideal for you.
Our Trust Account Managers are CERTIFIED FINANCIAL PLANNER™ professionals, who will assist you with the development of an asset investment plan to fit your needs and objectives. We offer our customers the flexibility of determining how much or how little involvement they prefer in the management of their portfolio.
These services provide the benefit of safekeeping of your assets, execution of stock trades with a discounted brokerage fee, comprehensive year-end tax reporting, distribution of income as required and a monthly statement reflecting all activity on the account.
Contact a First State Bank representative today to see how we can help you. You can stop by any of our North Texas locations, call us at (940) 665-1711 or Metro (940) 349-5444 or click "Talk to a Banker” button below.