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 challenges, 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 appropriate financial strategies are implemented throughout your lifetime and beyond with:

• Professional fee-based investment management services;
   
• Efficient administration of living, testamentary, charitable, IRA rollover, and other trusts;
   
• Coordination of complete Estate Planning services, including managing and protecting assets, record keeping, bill paying, income tax filings, distribution of assets, administration of wills, and management of inheritances;
   
• Guardianship Services, for minors and disabled adults;
   
• Expertise in the use of specialized trust vehicles designed to meet unique needs.