Robertson Banking Company's Trust Department serves many residents of Marengo County and its surrounding area by providing quality trust services and financial management services that are convenient, affordable, personal and professional.

Having been granted trust powers in the early 1900's, our bank has one of the oldest Trust Departments in the state. We offer personal and corporate trust services, as well as, accounts under which you may establish endowments, foundations, personal or corporate retirement plans or managed agency accounts. Under our managed agency accounts, you may establish an account in which to begin investing for the future or invest your current portfolio of assets.

The Trust Department offers a wide variety of investment vehicles and plans to meet your financial and estate planning needs. Investing for individual clients is accomplished through our Trust 3000 computer system. We are able to offer competitive commission rates. We have access to the top fund managers in the world for our clients and through which we develop and devise an investment strategy to meet their individual goals and objectives.

Our investment philosophy centers around our ability to:

• Determine an investor's goals and risk profile,
• Set an asset allocation strategy based on this profile,
• Diversify the asset allocation among asset classes and styles,
• Utilize top fund managers worldwide,
• Daily rebalance and reallocate the asset allocation,
• Continually monitor and re-evaluate said asset allocation,
• Remain flexible to meet your investing needs

We want to be your "Provider of Choice" by providing the highest quality financial services to the personal, corporate, employee benefit, and institutional marketplaces while at the same time creating value for our employees and shareholders.

With such service and value at home, why have your funds managed elsewhere? Make plans today to visit with either John Northcutt, Donna Moseley, or Braswell Braswell.  They will be glad to consult with you at no fee and further explain how Robertson Banking Company may be able to meet and enhance your present financial and estate planning needs and offer ideas for future planning.

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