Investment Management

An Experienced Partner You Can Trust

Investing is about much more than just an account balance or asset price. So whether you’re just getting started, accumulating wealth, or preserving and making it work through retirement, we can help. 

Our Wealth Management Division’s investment philosophy reflects a conservative approach, commitment to using high-quality assets, focus on risk management, appropriate asset allocation, and a long-term perspective. 

Our seasoned wealth and on-site portfolio managers develop a thorough understanding of your life circumstances, short- and long-term investment objectives, and, most importantly, your tolerance for risk. This perspective, combined with an understanding of the current market and economic factors, enables us to personalize and successfully implement your investment strategy.

 

Investment Options

From retirement planning and growing your nest egg, to managing risk and building a legacy, our Wealth Management team is here to help you reach your goals and achieve financial freedom, security, and peace of mind. Our team can help you manage a wide variety of investments, including:

Cash Equivalents

Investment securities designed for the short term (90 days or fewer), Cash Equivalents offer high liquidity and credit quality.

Mutual Funds

Mutual Funds are professionally managed investment instruments made up of a variety of securities types.

Individual Stocks

Individual Stocks grant holders a stake of ownership in a specific company, and comprise a cornerstone of many portfolios.

Individual Bonds

Individual Bonds entitle holders to receive interest payments from the corporations or governments from which they were issued.

Exchange Traded Funds (ETFs)

ETFs are traded similar to stocks, but offer the securities diversification of mutual funds.

Digital Investing Solution

With our Digital Investing Solution, you get access to a financial advisor as well as a personalized portal where you can view and track your investment accounts.

The Power To Plan Bigger

Email us at wealthmgmt@sbcp.bank or call (608) 826-3570 for further information on how our Wealth Management Division can help you meet your financial goals. And when you’re ready to sit down and meet with us, we’re conveniently located in the bank’s Madison office at 455 S. Junction Road. 

Banknotes & Resources