Professional investment oversight designed to help manage assets with structure, accountability, and long-term planning in mind. Investment management accounts can provide support when financial responsibilities involve more than day-to-day investing and require ongoing coordination, administration, or oversight.
These accounts are often used when assets are being managed for another individual, connected to a specific purpose or agreement, or require an added level of organization and guidance.
Custodial investment accounts provide professional investment management and safekeeping for assets held on behalf of another individual or entity. These accounts combine investment oversight with ongoing administration, recordkeeping, reporting, and tax documentation support.
Often used to:
Help manage assets that require professional oversight, organization, and ongoing financial administration.
Escrow accounts provide a secure way to hold funds or documents with a neutral third party until the terms of an agreement or transaction have been completed. These accounts are commonly used in real estate transactions, exchanges, and other situations where funds or assets are released only after specific conditions are met.
Often used to:
Securely hold funds or documents during real estate transactions, exchanges, or contractual agreements requiring neutral oversight.
This service helps manage bill payments and routine financial responsibilities for individuals who may need additional assistance. Using a limited power of attorney, specific financial tasks can be handled while allowing the individual to maintain broader control over their finances.
Often used to:
Help keep bills, payments, and financial obligations organized and on schedule when additional support is needed.
Investment management accounts are often used when financial responsibilities require additional structure, oversight, or neutral administration. These services can help provide organization and continuity when managing assets on behalf of another individual, coordinating complex financial responsibilities, or holding funds tied to a specific purpose or agreement.
Examples may include managing assets for another party, overseeing escrowed funds during real estate transactions or exchanges, or assisting with ongoing bill payments when additional support is needed.
State Bank & Trust Co. provides impartial, professional oversight and can serve as a consistent point of coordination throughout the process.
A conversation with our team can help clarify your options and guide the next steps based on your goals and financial responsibilities.
Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by State Bank & Trust Co., and may be subject to investment risk, including possible loss of the principal amount invested.
Routing Number: 073921831
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