Trust and Investment Services Overview
Bank of Labor has been a reliable, locally-owned bank since 1924. We’re proud to be the trusted financial partner of generations of families and local businesses.
The expertise of our Trust Officers is an important reason behind many of those partnerships. Their deep understanding of Trust and Wealth Management services has helped countless clients over the past century. And they are ready to help you through the next century.
Bonds
Bank of Labor offers institutional investors access to a full range of high-quality, tax-free and taxable fixed-income investments. These include U.S. treasury and agency obligations, asset-backed securities and corporate and municipal bonds.
- Predictable income stream
- Allows more diversification in portfolio
- Offers more principal protection
Bond accounts are not insured by the FDIC. Not deposits or other obligations of Bank of Labor. Not guaranteed by Bank of Labor. Subject to investment risks, including possible loss of the principal invested.
Equities
At Bank of Labor, we take two different approaches to equity management. We can work as your equity advisor in a fully-managed approach. This approach gives the bank full discretion to manage your equity assets based within agreed upon deadlines and regular performance reviews. Alternatively, you can stay in control of all final buy and sell decisions, and we can act as an advisor and make investment recommendations.
- Choose from a fully managed approach or advisory relationship
- Expert advice and support
- Personal investment performance reviews on a regular basis
Equity accounts are not insured by the FDIC. Not deposits or other obligations of Bank of Labor. Not guaranteed by Bank of Labor. Subject to investment risks, including possible loss of the principal invested.
Mutual Funds
Count on Bank of Labor’s seasoned team of industry professionals to service your mutual funds. We offer dozens of rigorously screened, high-quality mutual funds, and strive to pursue the best possible return on your investment. We will analyze your situation and advise you on the right mix of assets to match your financial goals.
- Stock funds
- International and government funds
- Asset allocation funds
- Highly responsive, quality service
Mutual Fund accounts are not insured by the FDIC. Not deposits or other obligations of Bank of Labor. Not guaranteed by Bank of Labor. Subject to investment risks, including possible loss of the principal invested.