Investment Management

In today’s complicated financial world, it pays to team up with someone with a consistent track record of investment excellence.

When you choose Jefferson Bank to manage your investment portfolio, you’re teaming up with experienced professionals committed to helping you make smart decisions and maximize your returns.

Drawing on our investment expertise, we can tailor objectives and options to build a portfolio for your investment account or IRA that will meet your specific needs. We will implement your investment program only after we understand your investment objectives and create an investment policy especially for you.

Our trust advisors can assist you in achieving your goals through management of assets such as:

  • Equities

  • Fixed-income securities

  • Tax-free bonds

  • Mutual funds

  • Notes and mortgages

  • Mineral interests

  • Real estate


Individual Retirement Accounts
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We can provide investment management for your IRA holdings as well as your non-retirement assets. IRAs can require strategies to meet mandatory distribution requirements and avoid punitive tax consequences.

 

 

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Individual Retirement Accounts (IRAs)
Custody Services
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Jefferson Bank can serve as custodian of your investment assets while you or your investment counsel retain authority over investment decisions. As your custodian, we’ll collect investment income and make transfers to you on request. You’ll receive one convenient statement showing all holdings and transactions, plus all necessary tax information.

Benefits
Custody Services

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

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Schedule a meeting with a member of our wealth management team (210) 736-7838. Or simply fill out this online form.

Wealth Management Services
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