Wealth Advisory

Asset Management

A personalized approach to managing and diversifying your assets helps you protect and grow those assets in today's complex financial markets. We assist you in making sound financial decisions that match your desires for growth or income while leveraging your preferred level of investment risk.

To manage your assets, we will:

  • Assist you in writing an investment policy statement which suits your personal financial goals.
  • Help determine your optimal Asset Allocations using investment products such as certificates of deposit, stocks, bonds, mutual funds, and others.
  • Provide periodic analysis of your Investment Portfolio and make recommendations that correspond with your goals.
  • Send you regular reports on how your investments are performing.

Contact German American Trust Services today to get started protecting and growing your assets.