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Investment Management Options

Investment Management with Horizon Bank


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

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.