Investment Management Options

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Retirement Enhancement Act (SECURE Act)

IRAs

Plan for your retirement effectively with Traditional and Roth IRAs.

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Create Short-Term Tax Benefits with a Pre-Tax Funded Traditional IRA
Create Long-Term Benefits on Saved Money with a Post-Tax Funded Roth IRA
Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law affect retirement savings for both employer-sponsored plans and individual retirement accounts.

investment management

Ensure your personal financial goals are achieved through smart investment strategy.

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FREE Initial Consultation to Determine a Plan Based on Your Needs and Goals
Annual Meetings to Review Portfolio Performance
Receive Monthly Investment Portfolio Updates Online and in the Mail
Investment Advisory Account is where you can take full control over your investment portfolio

lakepointe programs

Experience an investment strategy and account plan custom-tailored to your long-term financial goals.

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Invest as an Individual, Business or Organization
Reallocate Investment Assets as Goals Change
Easily Access Your Account from Any Internet-Enabled Device

Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.