Investment Agency Accounts
An agency account is an excellent option for clients who want to make a commitment to an investment program, bringing simplicity and discipline to wealth development and management. We act as your "agent," processing transactions, safekeeping assets, collecting income on your investments, and making disbursements in accordance with your instructions. We maintain all financial records within the framework of a single account, over which you maintain control.
Investment agency accounts are perfect for those who have received a sudden influx of cash, want to make a commitment to an investment program, and/or want to transfer assets from an existing brokerage account to a trusted local financial services provider.
For more information contact our Trust Services Department: 651.351.3760
Products and services offered through the Trust Services Department of First State Bank and Trust:
not FDIC insured - no bank guarantee - may lose value - not insured by any government agency - not a deposit or other form of obligation of the bank