About Wealth Management
AE Access bank Wealth Management is a comprehensive financial services solution for individuals, businesses and institutions alike. Our products and services include investment management services, fiduciary services, employee benefit services, financial planning and consulting services, retail investment brokerage services and insurance related products and services.
Our business plan will strive to add value across existing bank relationships and aggressively pursue new markets and opportunities while supporting the company’s existing retail banking franchise. We will deepen the Bank’s commitment to be the customer’s first and only choice for comprehensive financial solutions in the communities we serve.
AE Access bank is deeply committed to bringing the community bank segment as well as the large established markets a unique financial services experience that is laser focused on the customer’s needs. We deliver financial solutions for private clients, businesses and institutions that are developed, managed and serviced from one local bank community bank franchise without compromising the most important part of the financial relationship…...you, our client.
We believe clients quickly determine whether a financial services company has their best interest at heart. It is our integrity that we put on the line every day and this is something we must earn from all clients. In the end, we want to better understand our client’s financial needs and aspirations. This can most effectively be accomplished in a relationship, not a transaction.
AE Access bank Wealth Management operates two distinct lines of business: Fiduciary Activities and Retail Investment Brokerage. Our holistic approach essentially combines the products and services of both businesses under one business unit, namely the Wealth Management Group. As a result, clients benefit from a comprehensive solution that is focused on building relationships not transactions.
Fiduciary activities are essentially the Bank’s internal investment capability, which includes fiduciary services, investment management services, employee benefits, financial planning, investment consulting and institutional custody.
Retail Investment Brokerage Services included securities brokerage, mutual funds and annuities, investment advisory and insurance related products and services.