Investment Management

We offer customized portfolios for individuals, families, businesses, and charitable organizations.  Eligible account types include Individual, Joint, IRA’s, 401 (k)

Benefit from:

  • Prudent portfolio management based on a client’s risk tolerance, objectives and tax status.
  • Professional portfolio management of individual stocks, bonds and cash
  • Wealth Management accounts are held custody at Charles Schwab & Co
  • Ability to view your account online 24/7
  • Retirement benefit plan management for small to medium-size businesses
  • Exceptional Customer Service


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

Laura Gillum
You are leaving the Merchants Bank & Trust web site. This link is provided for your convenience. Please be advised that Merchants Bank and Trust makes no endorsements or recommendations of the web site or its content and disclaims any responsibility for actions or transactions on the site. Also, please be aware that the privacy policy of the linked web site is not that of Merchants Bank and Trust.

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You are leaving the Merchants Bank & Trust web site. This link is provided for your convenience. Please be advised that Merchants Bank and Trust makes no endorsements or recommendations of the web site or its content and disclaims any responsibility for actions or transactions on the site. Also, please be aware that the privacy policy of the linked web site is not that of Merchants Bank and Trust.

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