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Investments > Wealth Management > Investment Services

Investment Services

You’ve worked hard to earn your money so you want a team of highly trained investment professionals to help you plan and manage a long-term investment strategy. Our distinctive approach does just that and gives you highly personalized service with portfolios customized to your individual needs.

Wealth Management Services from Landmark

Expect the best from Landmark Bank’s Wealth Management professionals. We take a personal approach to every client and we’ll work with you to:

  • Develop your investment profile
  • Determine asset allocation parameters 
  • Establish your portfolio and actively manage it 
  • Communicate and report on the progress of your investments

You Have Choices with Landmark Bank Investment Services

Choose from two types of investment accounts from Landmark Bank:

  • Wealth Management Accounts allow you to delegate the day-to-day management decisions of your portfolio to our professional managers. 
  • Custody Accounts enable you to fully control investments while letting us deal with the administration and record keeping of your portfolio.

Engage an Wealth Management professional from Landmark Bank to begin growing your wealth today.


Investment products and services are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.
 
 
 
 
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