Money Management
Those who are successful often find that they have money to invest, but don't have the time to research investments, handle reinvestment issues and maintain accurate and complete financial records. That's when it makes good financial sense to turn to our Trust and Asset Management Group for guidance. Our investment professionals have both the credentials and experience you want from a money manager. We provide the money management service that fits your individual needs.
When you select Herget's Trust and Asset Management services, you have the resources of a full-service Trust and Asset Management Group ready to assist you as your needs grow and change.
- Wide array of investment choices
- CPA-generated tax letter
- Telephone transfer to other Herget accounts
- Up to eight distributions per month at no charge
- Sweep account feature
- Fees tied to account performance
- Administered under federally granted trust powers
