The NorStates Bank, through Trust and Investment Services, structures non-FDIC insured investment portfolios for businesses. Investments are structured according to the company’s goals, objectives and tax bracket.
Best For
Any business looking for professional investment management with an emphasis on asset allocation and diversification.
Features
Investment managment or advisory services for businesses or their employee benefit plans.
The utilization of stocks, bonds and mutual funds consistent with assumption of risk and goals.
Minimum Balance
$50,000.00
Fees
Ranging from 75 basis points (.0075) to 90 basis points (.009) on the first $500,000.00). There is a minimum charge of $800/year.
Not FDIC Insured Not Bank Guaranteed Subject to Investment Risks and may lose value.
