|
|
This innovative product allows you to custom
select from six mutual fund portfolios and invest
based on your risk comfort. Invest as little as
$5,000...or $2,000 for an IRA. With Custom Select
Investments you can: select an investment strategy
that seeks to maximize return and minimize risk;
diversify your portfolio through a family of
specialty Accessor® mutual
funds and enjoy automatic re-balancing of your
account to help maintain your chosen portfolio.
Click here for
more details.
Accessor®
is a registered trademark of Accessor Capital
Management LP. 2005 Accessor Capital LP. All rights
reserved.
Accessor Funds are
Distributed by ALPS Distributors, Inc. Not FDIC
Insured - May Lose Value - Not guaranteed by any
government agency - Not a bank deposit. Accessor
Funds and TheBANK of Edwardsville are independent
entities. |
|
Our Financial Management Group has extensive experience
managing assets for individuals, corporations, retirement plans,
municipalities, unions, university foundations, fire and police
departments. We utilize an investment philosophy designed to
obtain the optimum rate of return according to your risk
tolerance.
Whether protecting your assets, minimizing taxes or ensuring
long-term care of a loved-one, we will ensure that your assets
are managed and distributed according to your instructions. We
not only offer high-quality administration of your trust...we
offer peace of mind.
Rolling over or transferring your retirement plan balances is
a sound way of maintaining your tax deferred investments when
retiring or changing jobs. In addition to offering a variety of
investment options, we can help consolidate your existing
retirement savings into one convenient IRA.
We'll help you every step of the way to tailor a business
retirement plan for you and your employees. Our unique services
include an in-house record keeping staff, wide range of
investment options, complete enrollment assistance and ongoing
employee education. Plus, our local retirement plan staff is
available to meet with you or your employees...we're here when
you need us.
Losing a family member can lead to a difficult period of
transition so give careful thought to the selection of your
executor. Consider the specialized qualities and knowledge that
your family will need to count on when they find themselves on
their own financially. You can either leave your heirs the
burden of a complex and unfamiliar task, or bequeath a sense of
security and confidence by naming a professional and impartial
executor: Financial Management Group.
Take the hassles out of safekeeping your own securities. Let
us handle the paperwork and reporting. We can manage the
clerical and accounting details such as settling transactions,
collecting income, tracking cost basis, and providing
consolidated reporting while you maintain ownership and control.
Consolidated performance reporting is available as an add-on
option.
|
