Investment Services

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It’s your money, let us help you achieve your goals.

Bennington State Bank Wealth Management team creating a investment plan.

Investment Management

We work to understand your objectives and risk tolerance, building an asset allocation that aligns. Through our comprehensive research process and portfolio construction, we build strategies for your money that match your goals. We continually monitor risk and performance and manage our approach to maximize your return while we minimize your risk.

Our regular communication on the performance of your investments ensures that the strategy employed aligns with your evolving financial goals. We have a team of experts that manage our investment offerings. No single individual makes decisions on your money. We believe in the philosophy of a collective approach to bring all experts into the decision making process.

Individual Retirement Account (IRA)

A valuable retirement savings tool that offers tax advantages and investment opportunities for individuals to build a nest egg for their retirement years. We work with clients to determine the most appropriate type of IRA based on their current and future tax scenarios, along with their financial goals.

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Employer-Sponsored Retirement Plans

We work with employers to determine the most suitable retirement plan option for their business. Working in partnership to design the most optimal plan, educate employees, select and monitor investment offerings and support the ongoing operation of the plan. We are local and available to your employees needing additional planning conversations.

Self-Directed Investing

Are you looking for flexibility and autonomy in managing your own investments but a local firm to hold custody? For those clients that are more “DIY,” we offer account options that allow for individuals to manage their investment portfolios directly, making their own decisions regarding buying and selling without the assistance of an investment manager.

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Foundations & Endowments

Foundations and endowments play crucial roles in philanthropy and supporting various initiatives that benefit our communities. Effective governance and prudent management of funds are essential for the long-term success and stability of the organization. We work with the board governance to review investment policies and align investments with those policies to insure prudent management of funds to maximize return and minimize risk.

Schedule a Consultation

Schedule a consultation today with our team of local wealth experts. It’s time to begin a generational partnership with accessible, trusted partners who have your best interests at heart.

Schedule your consultation

Meet our Wealth Team

Your local team of wealth experts.

BSB Trust & Wealth Management Team

Investment Products: Not FDIC Insured • Not a Bank Deposit • No Bank Guarantee • May Lose Value

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