Investing in your future
Prudent management of your assets is vital as you develop a plan to preserve and grow your wealth over time. Our investment team provides conservative and consistent management, while working with you to craft a portfolio that addresses your specific circumstances and needs. Whether it is income, long-term growth and appreciation, or capital preservation, we can create a strategy to help you accomplish your financial goals.
Our Plan
We provide objective, unbiased recommendations that take into account your overall wealth picture. Whatever the type of account you place with us, whether a trust, retirement account, or investment agency - we strive to consider your personal risk tolerances, time horizon, and tax considerations to create a plan that allows you to sleep at night.
Our Role
Our role is never to sell you anything. As a fiduciary, we look out for your best financial interest. Put our expertise and professional management to work for you whether your goal is retirement savings, estate planning, or simply to grow your wealth.
Ready to learn more?
Our experienced Trust Officers would love the opportunity to discuss your investment strategy with you. Give us a call today at 254-753-1521 or fill out the form below and a Portfolio Manager will reach out to you!
Investment products provided by CB&T’s Wealth Management & Trust services department are not FDIC insured, may lose value, are subject to risk, are not bank guaranteed, and are not deposits.