- Our experienced staff personally manages your investments.
- Our goal is to accommodate your needs and exceed your expectations.
- We have access to the best tools in the business.
- Our objectivity is paramount - we have no proprietary products or other conflicts of interest.
- You will have full access to your locally-based investment team.
- Our Trust Administrative Officers have CTFA1 and/or ChFC®2 credentials and over 19 years average experience.
- Our Portfolio Managers have MBAs and/or CFA's3 and over 20 years average experience.
- Portfolios are 100% custom-designed and tailored to your specific considerations, including: individual risk tolerance, return expectations, income needs, preferences and tax situation.
- We do not use models or proprietary investments.
- We are nimble and proactive, not reactive.
- We are accessible because our client loads are closely managed.
- We will invite you to a variety of valuable educational, social, travel, and cultural experiences - Special Events.
- We are committed to serving our communities through sponsorships and volunteerism.
Products and services referred to on this page are provided by Seacoast National Bank and are not associated with or offered by INVEST Financial Corporation.