Financial Services

Investment Agency Accounts

Individualized Portfolios and Mutual Fund Asset Allocation Models*

• Investment Management
  
  
• Investment Advisory
  
  

Fiduciary/Trust Accounts

Individualized Portfolios

• Revocable
  
  
• Irrevocable
  
  
• Charitable
  
  
• Living
  
  
• Testamentary
  

Retirement Plan Accounts

Individualzed Portfolios and Mutual Funds Asset Allocation Models*

• IRA Rollovers & Self-Directed
  
  
• 401(k) Balance Forward Plans
  
  

Estate Settlement Services

Irrevocable Life Insurance Trust Accounts*

Online Trust Client Access

To access Online Trust Services click here. If you would like more information on this service, contact the Investment Management Division today at (802) 748-6795.

To request more information, click here.

*NON-DEPOSIT INVESTMENT DISCLOSURE
The Investment Management Division of Passumpsic Savings Bank utilizes equities and fixed income securities to build individualized portfolios. These products are: Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the Bank; Subject to investment risk, including possible loss of the principal amount invested.