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SolvencyTrust Bank

Investment Services

Build wealth and secure your financial future with our comprehensive investment solutions and expert guidance.

Investment Products

Choose from our range of investment options designed to meet your financial goals.

Portfolio Management
Min: $10,0000.75% annually
Professional portfolio management with personalized investment strategies
  • Personalized strategy
  • Regular rebalancing
  • Tax optimization
  • Performance reporting
Retirement Planning
Min: $500No annual fee
401(k), IRA, and Roth IRA accounts with expert guidance
  • Tax advantages
  • Employer matching
  • Rollover assistance
  • Retirement calculators
Mutual Funds
Min: $1,0000.50% - 1.25%
Diversified mutual fund options across various asset classes
  • Professional management
  • Diversification
  • Various risk levels
  • Low expense ratios
Trading Platform
Min: $100$0 per trade
Advanced trading platform for stocks, bonds, and ETFs
  • Real-time quotes
  • Research tools
  • Mobile trading
  • Commission-free trades

Investment Goals

Align your investments with your financial objectives and timeline.

Wealth Building
Long-term growth strategies
Timeline: 10+ years
Risk: Moderate to High
Retirement Planning
Secure your future
Timeline: 20+ years
Risk: Conservative to Moderate
Income Generation
Regular dividend income
Timeline: 5+ years
Risk: Conservative
Education Funding
Save for education expenses
Timeline: 10-18 years
Risk: Moderate

Historical Performance

Average annual returns by portfolio type. Past performance does not guarantee future results.

Time PeriodConservativeModerateAggressive
1 Year8.2%12.5%18.7%
3 Years6.8%10.3%14.2%
5 Years5.9%9.1%12.8%
10 Years7.2%11.4%15.3%

* Returns are hypothetical and for illustrative purposes only. Actual results may vary.

Advisory Services

Expert guidance to help you make informed investment decisions.

Financial Planning

Comprehensive financial planning services

  • Goal setting
  • Risk assessment
  • Tax planning
  • Estate planning

Investment Research

In-depth market analysis and insights

  • Market reports
  • Stock analysis
  • Economic outlook
  • Investment ideas

Risk Management

Protect and preserve your wealth

  • Portfolio diversification
  • Insurance planning
  • Emergency funds
  • Risk assessment

Start Investing Today

Schedule a consultation with our investment specialists to create a personalized investment strategy.