Preserving Your Wealth Today, For Tomorrow
When it comes to your assets, our goal is simple: A long-lasting relationship with you, built on a foundation of trust and performance. Our advisors are experienced professionals who take the time to truly understand your financial needs.
Understanding Your Goals & Objectives
We work with you to develop a comprehensive financial plan in order to achieve your goals.
Asset Allocation Mix
Asset allocation refers to the types of investment in a portfolio, and the relative proportions of each asset class. Investment products that we may consider for your portfolio:
- Wealth Builder stock portfolio – NSBT’s preferred portfolio of stocks
- Mutual funds
- Exchange Traded Funds
Manage the Portfolio for Risk and Performance
Once the plan is constructed, we continue to monitor the plan to ensure that it meets your changing circumstances.
We can help you understand past market and portfolio performance to help guide your future investment decisions. We will work with you to provide guidance for the right balance between risk and return that meets your specific needs and goals.
- Asset allocation
- Customized investment strategy
- Consolidating of assets
Investment professionals experienced in investment and fiduciary disciplines will develop a customized plan to manage your assets in order to carry our goals
- Personal trust administration
- Charitable trusts
Estate Planning & Administration
An effective estate plan will serve as a blueprint, now and for the future, to meet your family’s tax, investment, and legal objectives.
- Provide support and financial stability for your surviving family members.
- Preserve wealth for future generations.
- Minimize tax and expenses associated with transferring your assets.
- Investment management
- Individual Retirement Accounts (IRAs)
- Rollover IRA, Traditional IRA, Roth IRA, Inherited IRA
Financial & Retirement Planning
We can help you plan for the future of your family.
- Saving for retirement
- Saving for college
- Life insurance
- Fixed annuities
- Variable annuities
It’s never too early to start thinking about the future. Contact our Trust & Wealth Management Department at (513) 542-7800.
Non-deposit investment products are not insured by the FDIC or any other agency of the United States, are not obligations of, or guaranteed by North Side Bank & Trust Company. Non-deposit investment products are subject to investment risks, including the possible loss of the principal amount invested.