Converse County Bank

This type of agreement consolidates investment advice, record keeping, safekeeping of securities, collection of income and bill payment. As Custodian, Converse County Bank collects interest and dividend payments in a money market account or as you direct. For your convenience, you receive one comprehensive report on a periodic basis detailing all of your investment activities. Plus, you are assured that the confidentiality of your portfolio is preserved.

Management is the key component of this program, which makes it our business to care for our clients’ property, in trust or otherwise. In addition, experience has shown that by employing professional investment assistance, you are better equipped to cope with inflation, obsolescence and other adverse factors that can erode capital and reduce the purchasing power of your funds all for a fee which is surprisingly affordable when compared to other investment management alternatives.

Converse County Bank will analyze and create a strategy that best fits your individual circumstances. This may include traditional stock offerings, both U.S. and overseas equities, mutual funds, real estate, and bonds. Together we will consider your goals and objectives, time horizon, income requirements, beneficiary concerns, tax situation* and liquidity constraints, in short, every aspect of your current circumstances and projections for the future.

We hope the following on-line calculators can help solve some of your investment questions.

*Consult your tax advisor.

Investment analysis calculator.
How can I save a million dollars?
Investment yield calculator.
Present value calculator.
Future value calculator.
Simple savings goal calculator.
How much money could I save?
What interest rate would I need?
How much money would I need to start with?
How much would I need to save each month?

*With the exception of bank CDs, all investments available through the Trust Department are not bank deposits, not FDIC-insured, and are subject to investment risk including possible loss of principal.