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 | Personal Investment Management | | At a Glance | The NorStates Bank, through Trust and Investment Services, structures non-FDIC insured investment portfolios for individuals. Portfolios are constructed according to client investment objectives and tax bracket. | | Best For | Those seeking the highest possible return with the commensurate risk. | | Features | Carefully screened common stocks, bonds and mutual funds with an emphasis on diversification and asset allocation. | 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. |
For more information,
please email us.
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