Investment Management Account
An Investment Management Account (IMA) relieves you of the daily stress of keeping up with the continually changing financial market.
When you open an IMA, we will develop an asset allocation plan just for you. It is based on your risk tolerance, financial goals, and objectives. Then, we will make investment decisions for your account based on thorough and comprehensive research of all appropriate investments and market conditions.
In the ongoing analysis of your IMA account:
- We measure the performance of your current investments
- We monitor the market for other attractive investments
- We carefully watch economic conditions and market movements.
- IMAs are available to individuals (taxable or taxpayer deferred accounts), small businesses, pensions, and profit sharing plans.
To learn more about how the Trust Department at First Security Bank can benefit you and your heirs, contact one of our investment professionals today. We also would welcome the opportunity to help you improve your financial standing. Call us today!
Investments: Not a Deposit of the Bank, Not FDIC Insured, May Lose Value, No Bank Guarantee