Managed Funds
Trust Services
You’ve worked hard to build your wealth; now let us help you keep it growing and protect your legacy. The HNB Financial Group can help you establish a wealth management strategy that aligns with your current needs and builds support for those that we will eventually leave behind.
With a Managed Account, the HNB Financial Group can help you grow your wealth. We can provide distinctly different investment opportunities, each geared to meet your individual goals. We leverage investment strategies that include, but are not limited to, stocks, bonds and mutual funds.
Managed funds and other investments are not deposits, obligations, or guaranteed by any bank; nor are they insured or guaranteed by the FDIC, the Federal Reserve Board, or any other government agency. Stocks, bonds, and mutual funds involve risk, including possible loss of principal.
The HNB Trust Department will work with you to establish and maintain:
- Living trusts
- Trusts under agreement or will
- Insurance trusts
- Charitable trusts
Agency accounts are available to provide safekeeping of assets and are offered in the form of custodial, investment advisory, and investment management arrangements.
Financial Management Support
The HNB Financial Group also offers support for those that need assistance with monthly bill payments should they find themselves unable to successfully handle their regular money management needs.
The HNB Financial Group also offers support for those that need assistance with monthly bill payments should they find themselves unable to successfully handle their regular money management needs.
The HNB Financial Group offers the depth of resource and support to serve in a fiduciary capacity for your business. Services include but are not limited to acting as a:
- Paying Agent
- Transfer Agent
- Registrar
- Escrow Agent
Your will is one of your most important documents. As a special service, the HNB Financial Group provides a safe and secure area for your will, or the will of a loved one, with access and guidance at the time when it is needed most.
Support your employees with their preparation for retirement by providing access to education and resources that help them maximize their retirement benefits and make the most of their future.
Let us assist with:
Let us assist with:
- Fiduciary guidance
- Investment management
- Friendly and personalized operational and administrative support
The HNB Financial Group also maintains:
- Guardianships for minors or incompetents
- Self-directed Individual Retirement Accounts (IRAs)
- Simplified Employee Pensions (SEPs)
- Non-Qualified Deferred Compensation arrangements
- Rabbi Trusts
- Custodial Safekeeping of Investments
- Arrangements to buy or sell stocks, bonds or US Treasuries (outside of a Trust arrangement)