Personal attention goes a long way

An Investment Management Account is an instrument by which you and your trust officer establish your investment objectives, and our trust officers manage the funds. With a Brotherhood Bank & Trust Investment Management Account, you gain all the conveniences of our Custodial Account services plus personal and professional supervision for your investment program.

We begin by asking you to define your investment objectives with your personal trust officer. Then we develop and create an investment strategy to meet your objectives. You decide how your account will be administered. We can submit specific recommendations for your approval or assume full responsibility for making investment selections. In either case, you benefit from investment supervision that is informed, unbiased, and personalized.

Investment Management Account services include:

• Safekeeping for your securities against physical loss, theft, fire, or carelessness.
• Providing further protection with two-pronged audits and examinations by internal auditors and government authorities.
• Collections, deposits, disbursements, or reinvestments of your investment income as you direct.
• Maintenance of complete, up-to-date records of your account.
• Preparation of periodic account statements showing all trades or transactions occurring during the statement period.
• Complete information for income tax returns.
• Personalized service by responding to your questions accurately, promptly, and professionally.

Investment Management Accounts are not insured by the FDIC. Not deposits or other obligations of Brotherhood Bank & Trust. Not guaranteed by Brotherhood Bank & Trust. Subject to investement risks, including possible loss of the principal invested.