Our Trust & Investment Management Division assists clients in the accumulation and management of their wealth. Our professional staff creates customized strategies to help
our clients manage, grow, preserve and protect their assets, thus securing the dreams they have worked a lifetime to achieve.
Why Marquette Bank is a Smart Choice
What sets the Trust & Investment Management Division apart from our competitors is our devotion to service and attention to our clients. We have a proven disciplined investment process that strives to manage risk which is customized to each client’s unique set of needs. Our team of professionals, who are decision makers, are accessible and remain a local phone call away. Our ultimate goal is to help you, our current or future client, achieve your goals by helping you to manage, grow, preserve and protect your assets and your way of life.
- 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
Our Promise to You
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 or any Federal Government Agency. These are not deposits or other obligations of the institution; these may go down in value 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.