Trust & Investments

Your goals. Our priority.

Our team of wealth advisors will work one-on-one with you to accomplish your specific financial goals.

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Trust Services

RCB Bank Trust provides a team of professionals who are committed to adding value to your trust. We have the experience and expertise to provide a complete range of customized trust and investment strategies.

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Investment Services

Our trustworthy wealth advisors help you craft sound investment planning goals with objective recommendations and personalized service. Initial discussions focus on expectations, the investment management process, optimal risk/return allocations, timeframes and benchmarks.

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Trust Philosophy

RCB Bank Trust is an experienced team and have been managing assets for more than 50 years. We will tailor investments unique to each client. A key component of our process focuses on constructing efficient and optimal multi-class investment portfolios with intensive research.

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Investment Process

We recommend investment portfolios be exposed to a broad range of securities across asset classes and sub-asset classes in order to avoid over-concentration of individual securities and maintain appropriate levels of diversification. We assist the client through our five step process.

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Trust Key Terms

Our RCB Bank Trust team holds different credentials that portray the skills they have in investing. Learn more about what each credential stands for and the definition behind them.

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Trust News & Resources

Learn how to establish a financial plan to meet your goals. Stay up to date on the current economic outlook.

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