Trust and Investment Services
Trust and Investment Services offer highly personalized service to individuals as well as businesses in an atmosphere of convenience and privacy.
Our Trust services include estate planning, portfolio management, custody accounts, and fiduciary services. Through our relationship with PrimeVest Financial Services 1,2 we are also able to provide traditional brokerage services that include stocks, bonds, mutual funds and annuities.
Our business philosophy is built on the principle that making an investment decision is an ongoing process, not a transaction. Investment recommendations are made after a comprehensive review of each client’s unique situation to determine their individual needs. We will work to develop a long-term relationship as a trusted advisor in order to provide the service needed to obtain your financial goals. This includes monitoring investment portfolios, providing regular and ongoing communication, and conducting comprehensive reviews.
Whether your need is an Education IRA for a child’s future college expenses or a 401(k) for your company’s retirement plan, contact Mark R. DuShane, mark.dushane@cw-advisors.com (248) 855-0550, and set up an appointment to determine your best course of action.
1 Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
2 PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member NASD/SIPC. PrimeVest may receive commissions in connection with insurance or security transactions conducted through them. Oakland Commerce Bank may receive a portion of commissions from some sales. Investment products are not deposits. The nondeposit investment products are not obligations of, or guaranteed by, the bank, and are not insured by the FDIC nor any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.