Investment Management
Following the conservative philosophy of its founder, W. L. Moody, Jr., whose financial acumen enabled Moody National Bank to remain stable while others faltered, the Trust Department staff can help you grow and manage your investments.
Strategy
Our proven and trusted professional investment advisors will consult with you to develop the right long-term strategy using the right investments unique to your situation and objectives. Your investment portfolio, due to changing market conditions, will be continually monitored and adjusted as needed to accommodate any changes.
Investment Services & Considerations
- Investment Management Accounts
- IRA, 401-K and Pension Plan Rollovers
- Custodial accounts
- Diversification and risk tolerance
- Tax management – Income, Capital Gains, Gift
- Income needs
- Accounting and Reporting
Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, MNB or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.
