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Trust & Investment
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Investment Management
Services |
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We design a portfolio to meet your individual investment goals. You may give us the authority to buy and sell for you (Investment Management) or have us make recommendations for your review and decision (Investment Advisory). Investment Management at Solvay Bank is a personal service, combining modest cost with the advantages of responsiveness and extensive investment research and expertise. Risk, confusion and worry are all minimized with Solvay Bank's Investment Management Services.
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Estate
Settlement Services |
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The Personal Trust Department at Solvay Bank will work with you and your attorney to provide a plan that will take care of your beneficiaries as you would wish while providing the estate with as many tax savings as possible. In your Will you will name an executor or representative to carry out the instructions you specify. Recognizing the extensive and serious responsibilities which your executor is undertaking, it is wise to consider naming an expert in this field. Solvay Bank has a trained staff within its Personal Trust Department that can perform these duties for you. You could name Solvay Bank as your executor or as co-executor with a close friend or relative.
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Trust Services |
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There are two types of trusts: one you establish by your Will known as a Testamentary Trust, the other you establish while you are alive, known as a Living Trust or Inter-vivos Trust. Solvay Bank can be named as trustee in both capacities. Our experienced trust staff provides you or your beneficiaries with the expertise in asset management and administration that a trust requires.
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Custodial Accounts |
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Custodial Accounts are designed for those of you who want to do your own investing but want to be free of the paperwork. Solvay Bank will perform all of the recordkeeping, collect incoming monies, and execute trades on your behalf
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Employee Benefit Services |
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The Personal Trust Department will render any of the following
Employee Benefit services:
Investment Management, Investment Advisory and Custodial Services for:
- Individual Retirement Account Rollovers
- Simplified Employee Pension Accounts
- KEOGH Accounts
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Mutual Funds |
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As an additional service for our customers, the Trust Department
offers a family of no-load mutual funds sponsored by the Federated Securities
Corporation. Access to these funds offers our customers diversified portfolios
of trust-quality investments.
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For complete details on all Trust & Investment Services,
call (315) 484-2206 or
send E-mail.
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