Trust is Everything
In a world of banks too big to care, Merchants Bank & Trust stands apart. Our Wealth Management team is decidedly different from what you find at big, impersonal firms. We get to know you on a personal level and are highly attentive to your needs. We provide an added layer of oversight necessary in these challenging times.
Our Personalized Approach
We offer individualized portfolio management designed with each client’s unique investment objectives, risk tolerance, and tax situation in mind. Our local, trustworthy team has years of experience in investment management for individuals, families, businesses and charitable organizations.
Clients experience real-time electronic access to their accounts with transparent investment reporting and full cash management capabilities. We utilize the largest institutional platform in the country for trading, custody, and clearing.
Account Type Offerings
Your customized investment plan can include some of the following account types:
- Corporate & Small Business
- 401(k) Plan
- Pension & Profit Sharing Plans
- Traditional, Roth & Rollover IRA
- Simple & SEP IRA
- Individual and Joint
- Custodial UTMA & 529 Plan
- Foundation & Endowment
NOT GUARANTEED BY THE BANK ǀ NOT FDIC INSURED ǀ NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ǀ NOT A DEPOSIT ǀ MAY LOSE VALUE