Investment Advisory Services
Personalized service is the integral key to our investment advisory services. When you appoint Triumph Community Bank as your investment agent, you know you are getting a local partner working toward your goals. You always have the benefit of knowing we're right here to talk one-on-one anytime you'd like.
We can fully manage the assets in your account using our proven expertise and available resources. Or an arrangement can be established so that we make recommendations to you and invest only upon your approval. This allows us to give you professional investment advice, but allows you more control over what happens in the account.
We review the account on a regular basis and supply you with statements on an agreed upon basis, typically quarterly. We provide an annual tax summary in order to simplify your tax preparation. If desired, we can pay bills on a re-occurring or as needed basis.
We are unmatched in our integrity, service, and knowledge. Partnering with us means you'll receive our commitment in helping you reach your financial goals.
To contact the Trust and Investment Services Department, call (309) 743-7856.
Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.