Personal Banking
Trust Services

Investment Management
Depending on your individual situation and preferences, our investment services can provide as much or as little assistance as you need.
Custodial Services
We handle administrative tasks and carry out your transactions while you do the research and make all the investment decisions
Advisory Services
We provide administrative services and investment recommendations
You make final investment decisions before we execute your transactions
Investment Management Services
With this service, we supply full-time supervision of your portfolio and assume responsibility for buying and selling securities on your behalf
Guardianships
Assures objective management of property and assets for minors or others who are legally unable to handle financial matters
Investment Philosophy
Committed to meeting your long-term financial goals
We provide custom-tailored portfolios for each client
We look to achieve consistent results
The goal is diversification and disciplined timing of purchases and sales
Brokerage Services
We assist you by processing all your security trades upon request using any broker you select
Full brokerage service is provided at a discounted commission rate through our network of brokers
Automated Cash Management
Choose one of several available money market funds for immediate investment on your excess cash and investment income
Secured Loans
Arrange a loan or credit line quickly and conveniently using your Trust deposits as collateral
To learn more about our Trust & Investment Management Services,
Contact John Power at 708-460-4854, email or
call our Customer Service Center toll-free at 1-888-254-9500

This information was developed to give you an overview of Marquette Bank's Trust Services and is not intended as legal advice. We strongly urge you to discuss the legal issues, as well as the tax implications, with your personal attorney.
You may also be interested in...