Investment Services

Invest with guidance from experienced, credentialed advisors. The team at TheBANK of Edwardsville Investment Services are committed to fostering long-term relationships that work to help you manage your wealth and legacy. We offer tailored investment management services that address our clients’ financial needs. Our priorities are providing you with a confident future, managing and preserving your assets, and making sure you have a clear picture of your financial situation at every point along the journey.

Scroll down to learn more about TheBANK of Edwardsville Investment Services.

Products & Services

Investment Management

Create a customized portfolio based on your objectives using a broad range of asset classes and investment categories.

Annuities

Structure annuities with tax-deferred compounding to provide ongoing future payment streams that may assist in your retirement income plans.

Individual Retirement Accounts (IRAs)

Set aside tax advantaged funds for retirement and build an investment portfolio with this savings vehicle.

Insurance

Safeguard your financial future and protect the assets you have from loss with life, disability and long-term care insurance.

Financial Planning

Our personalized portfolio design utilizes modeling software designed to achieve your goals. We review your plan periodically and as your situation evolves, we’re able to adjust your plan.

Financial Advisors

Lisa Hock

Financial Consultant

Investment Services