TRUST
Under the banner Simmons Wealth Management, Simmons Bank is known as a premier provider of trust investment management and fiduciary services. We understand the importance of providing for your family, safeguarding your business and funding worthwhile causes. We offer a full range of services to meet your diverse needs and accomplish your goals. No matter how you envision your legacy, our in-house portfolio managers will develop a customized plan to ensure your financial goals and objectives are met throughout your life and beyond.
PORTFOLIO AND INVESTMENT MANAGEMENT
- Trustee for revocable and irrevocable trust accounts
- Investment management: customized portfolios for individuals, foundations and endowments
- IRA rollovers or transfers
- Custodian of assets
- Escrow agent
- Successor trustee
- Executor for probate estates
- Guardian of estates
- Trustee and/or investment agent for retirement plans
- Consulting services for document review, and recommendations for financial and estate planning
- Family-office services, including select due diligence assistance, bill paying and engagement of additional service providers
Are You Ready to Start Building Your Legacy?
Talk to one of our Wealth Management professionals to learn more about how you can start planning with:
- Trust Management
- Investment Management
- Personal & Business Insurance
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{164} Simmons Wealth Management is a marketing name used by the trust department of Simmons Bank.
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{169} Investment and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value