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WEALTH MANAGEMENT
Merchants Bank & Trust provides full-service wealth management under the bank’s Trust Department with separately managed fee-based accounts. We offer personalized attention to your investment needs, a cutting-edge investment platform, and unique financial markets insight.
Customized portfolio management is directed by Dan Kenady, a former mutual fund manager with ten years of investment experience including securities and economic analysis, institutional and personal wealth management, estate planning, and trust administration.
Eligible account types include Individual, Joint, IRA’s, 401(K) Rollovers, Trusts, Cash Management, Corporate, and Institutional. Accounts are managed to proven asset allocation models utilizing a wide range of securities and asset classes, with low minimums and fees. Portfolios are tailored to your investment goals, income planning, risk tolerance, personal preferences, and tax situation.
Clients experience real-time electronic access to their accounts, with transparent investment reporting and full cash management capabilities - utilizing the largest institutional platform in the country for trading, custody, and clearing.
For more information or an appointment, please contact us at 513.871.7283 or by email here.
Click here to log on to your existing Wealth Management account via Schwab Signature Services.
Investments not FDIC Insured. No Bank or Federal Government Guarantee. May Lose Value.
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