Trust & Investment Services

 

 

Overview of Products and Services

With over $300 million in assets under management and $1.6 billion in custody, Central Bank and Trust Co. provides a wide array of trust and investment services, including:

  • Investment management for individuals, trusts, corporations, employer-sponsored retirement plans, and foundations
  • Trustee services for revocable living trusts, testamentary trusts (trusts under wills), charitable trusts, and irrevocable life insurance trusts
  • Trust and estate settlement
  • Estate planning consultative services
  • Rollover IRA management
  • Retirement plan services, including plan design, investment management, and employee education for 401(k), profit sharing, and other employer-sponsored retirement plans

In all cases where we have investment discretion, we will employ our distinctive and well-researched investment philosophy.

For more information, email us or call toll free at 1-888-663-0610.


Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 

 

 

 

 

, Central Bank and Trust Co. provides a wide array of trust and investment services, including: