Investment Management Services

You can rely on JCB’s Trust Officers to handle your investments.

When you invest a lifetime of hard work building a comfortable life and future for your family, you don’t want surprises, you want security. You want someone you trust as a partner to handle all those plans you’ve carefully made.

Our three-point investment process:

JCB Investment Management & Trust Services will help you reach your financial goals. With a three-point process we will:

  • Work with you to assess your current situation
  • Assist you in determining your current and future needs
  • Together chart a course for your future by developing a personalized plan to meet your financial goals and objectives

JCB assumes responsibility for buying, selling, record keeping, and all asset management functions (dividend and interest collection, etc.) for our client’s portfolio. The investment and management of your account is handled according to a plan developed by you and your Trust Officer. This plan is monitored and re-evaluated to remain in alignment with your wishes and circumstances.

JCB Mutual Fund Program.

  • Matches your investment objective with appropriate Model Portfolio of complementary mutual funds
  • Annual portfolio rebalancing uses established asset allocation guidelines
  • Objective investment criteria select the best mutual funds

To be secure in the knowledge that your assets are working to meet your investment goals, please contact one of our Trust Officers for a portfolio review and consultation.

Investments are not deposits or obligations of JCB and are not guaranteed by JCB, are not insured by the Federal Deposit Insurance Corporation (FDIC) and may involve risk of loss of value.