Trust & Investment Management Division
We've been helping clients and families protect their wealth with trust and investment management services since 1998. Drawing on a tradition of excellence and personalized service our experienced staff can help safeguard your assets by offering a wide range of services.
As a leading Central Illinois community bank, the professional staff of Marine Bank's Trust & Investment Management Division is skilled in helping clients find solutions to their financial planning needs and goals. We are locally owned and render timely, client-focused trust administration and portfolio management decisions. Our mission is to develop high quality professional services tailored to client needs. We avoid easily available “canned” approaches that aim to fit clients into “off the shelf” products regardless of actual needs. Our strong in-house financial accounting systems enable us to provide value-added benefits as we constantly meet and communicate with our customers.
Each Marine Bank Trust Officer averages more than 20 years of experience. Trust Administrators are empowered to provide both investment management and trust administration duties for our clients while drawing upon a wide range of sophisticated resources. This combination facilitates a powerful commitment to provide client advocacy and advice in an atmosphere of privacy and confidentiality.
Marine Bank’s Trust & Investment Management Division distinguishes itself in our marketplace by our strong client focus and the integrity with which we deliver products and services. We have the experience and we respect your needs as our guide to designing investment and asset protection strategies that will serve you well throughout your earning years and beyond.
Trust & Fiduciary Administration Services
Marine ensures that your personal and business plans are implemented throughout your lifetime and beyond, with:
- Trust Administration of living, testamentary, charitable, IRA rollover, and, other trusts;
- Complete Estate Planning services, including managing and protecting assets, record keeping, bill paying and disbursements, filing taxes, distributing assets, wills, and inheritance;
- Guardianship Services, for minors and disabled adults;
- Knowledge of specialized trust vehicles such as various forms of Charitable Trusts, Institutional, Corporate, and Group Insurance Trusts;
- Comprehensive management of unique assets;
- Qualified Employee Benefit Plans.
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