Pursue your wealth objectives. Receive tailored investment strategies aligned with your goals, tolerance for risk and time frame.
As a fiduciary, we do not take unnecessary risk in an attempt to outperform the market. We take the time to understand what matters most to you. Depending on your time horizon and capacity for risk, we customize an asset allocation to achieve your unique goals and minimize risk by diversification across asset classes.
Receive financial guidance specific to your situation for a customized investment experience. Learn more about our professional portfolio management solutions.
Meet the team behind our Trust & Estate services.
See how we can help you plan for your future.
Schedule an appointment with no obligation.
Trust and Investment Management Services offered through Fremont Bank:
|NOT A BANK DEPOSIT
|NOT GUARANTEED BY THE BANK
|MAY LOSE VALUE
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Fremont Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.
Deposit products offered by Fremont Bank.