Our variety of asset management options gives you the freedom to select the level of control you find most comfortable. Our level of service and commitment is high, regardless of the approach you choose.
Allow the professionals at BankChampaign to provide total investment management by leaving the ultimate decision-making in our hands. You have the security of knowing that our experienced team will:
|•||follow the strategy that was developed with your input|
|•||review investment performance|
|•||report results on a regular basis|
To learn more about our investment strategies, click here.
Plan and implement your own strategy and let BankChampaign provide assistance with:
|•||handling all time-consuming investment details|
|•||keeping accurate records|
|•||providing timely and easy-to-understand statements|
|•||protecting investment documents from theft, loss or destruction|
If you have multiple certificates of deposit with different institutions and varying maturity dates, our CD Manager accounts can help maximize your investments by:
|•||monitoring your CD portfolio|
|•||keeping track of maturity dates|
|•||finding the best local and national rates|
|•||providing one combined statement for all your CDs|
|•||informing you about withdrawal options to match your cash flow needs|
|•||consolidating tax reports into one 1099 form|
|Saving for College*
BankChampaign is here to help you plan for higher education with numerous savings options.
|•||Roth or Education IRAs|
|•||Coverdale Education Savings Accounts (CESA)|
|•||Uniform Transfer to Minors Act Accounts (UTMA)|
|•||Taxable Investment Accounts|
* Certain fees may apply.
Investment Products and Services are: Not FDIC Insured | May lose value | No bank guarantee
For more information
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