Marquette Bank - Trust & Investment Management & Fee Schedules

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Trust & Investment Management Agreement

Trust Department Agency Agreement

Trust & Investment Management Fee Schedule

Trust Fee Schedule

For more information, contact
John Power, CPA, CFP® at 708.460.4854 or jpower@emarquettebank.com.

The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.

*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC. These are not deposits or other obligations of the institution and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.

Trust Services

Trustee Services
Land Trust
Special Needs Trusts
Supplemental Needs Trusts
Guardianship Services
Estate Administration

Investment Management & Planning Services

Investment Management
Self Directed & Managed IRA's
Employee Benefit Plans
Custody Services
Estate / Financial Planning
Funding your Living Trust

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