Investment Management

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 will 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; we serve as fiduciary, and we are always first and foremost looking out for your financial best interest. So whether your goal is retirement savings, estate planning, or simply growing your wealth, put our expertise and professional management to work for 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.