Investment Management Services
Community Bank of San Joaquin can assist you in the day-to-day management of your securities portfolio. We have assembled an impressive array of resources that help you, the investor, in effectively managing your assets. The services we offer include:
Investment Management Service
When assigned the responsibility for managing your portfolio we work with you to establish an investment policy suited to your needs and risk tolerance. We then call upon our investment resources to manage your assets using up-to-date information and technology.
Investment Advisory Service
Under the Custody Service arrangement we assume no responsibility for the investment management or advice. We perform the time consuming administrative tasks including income collection, cash management, securities settlement, tax reporting and full record keeping functions.
All of this is available to you while you have the comfort in knowing that your securities are fully protected. There is no need of insurance coverage for your securities because they are held separate and apart from the assets of the bank in an account that cannot be touched by anyone but you.
How Do I Go About Setting Up This Relationship?
For more information about how we can assist you in the establishment of your Investment Services account, please contact us by telephone, e-mail, or in person.
COMMUNITY BANK OF SAN JOAQUIN
Products offered by Community Bank of San Joaquin Trust and Investment Services are:
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