What are Investment Services? Simply put, the supervision of your investment portfolio to maximize its value. JBT’s Financial Services team provides the same high level of expertise and personal service when handling investments that you’ve come to rely on for all your banking needs.
Opening an investment account is easy. You sign a simple agreement, then we accept securities or cash into an account.
Next, after a comprehensive, confidential discussion of your investment objectives and tax situation, our investment officers perform a complete portfolio analysis. We make sure securities you currently own conform to your goals. We’ll recommend the sale and/or purchase of specific issues. If you have IRAs, we’ll handle rolling them over, keeping the process hassle-free!
The key to building and maintaining a successful portfolio is personal attention to your unique financial goals. Our investment officers continually monitor the markets to ensure that your portfolio is properly structured, so that it will meet your needs for today, as well as your goals for tomorrow.
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