Investment Management - PremierBank

WE BELIEVE YOU’RE NEVER TOO YOUNG TO

RETIRE

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Okay, “never” is a pretty strong word. But with the expert advice of our wealth management team, your retirement may be closer than you think. We’ll help you define your retirement goals, and stick to your plan so you have a clear vision for your future. Together, we’ll amp up your savings strategy and get the most out of your investment portfolio. Whether you want to spend more time with family or travel the world, we’ll help you get there. You have our word on it.

Investment Management

Our investment management group takes a disciplined approach with you to create a customized investment strategy aimed at growing and preserving your hard earned wealth. We provide access to a wide array of investment choices across most asset classes in constructing your portfolio.

The investment management process is designed to help meet your tolerance for risk by using investment objectives ranging from principle preservation to aggressive growth.

Depending on your needs and portfolio size we may use a separately managed account approach or our “Investors Edge” mutual fund platform.  Either way, we are looking to create the right environment for your financial success.

Investment Products are not insured by the FDIC. Not a deposit or other obligation of, or guaranteed by, the depository financial institution; Subject to investment risks, including possible loss of principal amount invested.  Products offered by the Wealth Management Department of PremierBank.

IRA

Individual Retirement Accounts (IRA’s) are typically long term investment accounts that fit well into the asset management approach that we take here at PremierBank.  Whether it is retirement money from a former employer or a Roth IRA, we can offer a comprehensive and long-term investment management approach to your retirement account needs. 

If you've changed jobs and have an old 401(k) still with your former employer, we can help you roll over your old employer sponsored plan into an IRA and possibly avoid paying taxes or withdrawal penalties at the time of transfer.  Our PremierBank Investment Professionals can show you how to consolidate your financial portfolio so it's easier to manage and more effective in the future - your future.  Let us help you meet and exceed your financial goals!

You should always consult with your tax advisor before making any decisions. 

IRAs offered through the Wealth Management Department are not a Bank IRA and not insured by the FDIC.

 

Fort Atkinson, Wisconsin
76° F
25° C
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N at 6 mph
0.1 mm
74%
16 km
1016 mmHg
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Saturday
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Moderate rain at times
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Sunday
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Partly cloudy
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Moderate or heavy rain shower
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Tuesday
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Wednesday
74°
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Partly cloudy
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