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Investment Services

Put your family's future in trusted, professional hands.

In 2019 we celebrate our 100th year helping our clients reach their personal and financial goals. We believe the starting point to achieving those goals is to listen. By taking this approach, we can apply our experience and expertise to help our clients identify their goals and objectives, and develop the roadmap to achieve them

Contact a Steuben Trust Company investment advisor today. We'll be happy to come to your home or office to discuss your investment needs and the right strategies for you. Just call 1-866-STEUBEN to schedule a free appointment! 

Investment Management Accounts

Solid advice. Maximum control. 

With an individual investment management account with Steuben Trust, our experienced professionals work with you to analyze both your financial and personal information so that we can create efficient strategies to match your goals with the appropriate strategic and investment objectives. Among those considerations are:

  • Goals (Needs, Wants, and Desires)
  • Current assets and liabilities
  • Individual risk tolerance
  • Time horizon
  • Tax considerations

Make the most of your money and protect your future, making sure these assets are working to meet your retirement goals. Give us a call and we'll show you how take the next step towards retirement.

Institutions and Not-For-Profits

More for your money. Less work for you.

Steuben Trust Company manages numerous investment accounts for a variety of institutional and not-for-profit clients. Our investment professionals work to find the investment strategies best tailored to meet your organization’s specific investment objectives and spending needs.

We work with you to understand not only your organization's long-term objectives but also their short-term operational goals.  You will work with dedicated investment professionals who understand the importance of these funds to your organization’s long-term viability and success.

As a full service trust company we can help

  • Create an investment policy and strategy tailored to your organization
  • Manage and invest your organization's endowment or investable assets
  • Assist with capital planning and credit needs
  • Provide banking and cash management assistance and advice
  • Assist in fulfilling all necessary fiduciary requirement

Our Trust and Investment professionals welcome the opportunity to help your organization reach both their immediate and long term goals.

Financial Planning

A comfortable future is within your reach... 

Our accredited Financial Planning Advisors have the technical skills, the industry knowledge and the proven experience to promote the long-term financial well being of our clients. We provide comprehensive planning services, and will work closely with you to help you identify, to efficiently manage and meet your goals and objectives, so that you and your family may enjoy a secure financial future.

  • Indentifying Goals
  • Investment Planning
  • Retirement Planning
  • Risk Planning (Insurance)
  • Estate Planning
  • Tax Planning

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Trust Services

Keep your hard-earned money in the family.

Estate Administration

Allow us to execute your plan according to your wishes.

Naming Steuben Trust Company as Executor or Co-Executor of your estate offers many advantages, including: 

  • Decades of experience
  • Impartiality
  • Tax planning
  • Payment of final expenses
  • Numerous other duties 

Living Trusts

Plan for your future and minimize costs.

As Trustee or Co-trustee, we will manage and invest part or all of your assets during your lifetime in accordance with the language in your trust agreement. Knowing you have this expertise in place will allow you to enjoy your freedom and give you peace of mind. Living Trusts can:

  • Help reduce estate taxes, probate fees, court procedures and settlement delays
  • Help keep wealth in your family
  • Provide lifetime income to you and fulfill your philanthropic desires after your death
  • Provide for a spouse, child or grandchild's needs
  • Account for the management of assets 

Testamentary Trusts

Know your family is well taken care of.

Naming Steuben Trust Company as Trustee or Co-trustee of Trusts created in your Will, benefits your spouse, family, charities, or as otherwise directed. How can a Testamentary Trust provide for your family?

  • Can reduce estate taxes
  • Keeps your wealth within the "family"
  • Continue to support charities you are close to, provide for a spouse, child or grandchild's needs

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Trust & Investments are not insured by FDIC or any other Federal Government Agency and are not deposits, or guaranteed by the bank or any of its affiliates and are subject to investment risk including loss of principal and may go down in value.