Managed Trusts

Triumph Community Bank will handle all investments and administrative duties for living and testamentary trusts.

With a variety of investment choices, we’ll recommend and help plan an investment strategy that will fully optimize the earning potential of your assets, while meeting your goals and objectives.

Services Include:

  • Investment management, review and supervision
  • Custody and safekeeping of all assets
  • Income collection
  • Distribution of income and principal as directed
  • Periodic customer accounting of transactions and assets
  • Preparation of tax summary for use in preparing tax returns
  • Payment of bills
  • Consulting with principals, grantors, or other beneficiaries

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.