AtPtrust Bank Investments, we are dedicated to providing access to a full array of investment product options for your financial planning needs. Whether you are looking for Mutual Funds, Fixed and Variable Annuities, or Managed Accounts, our team can help you through the process to determine your options. We also offer both 401K and Simple IRAs for your retirement needs.
Our Investment office is located in Morgantown, WV and proudly services North Central West Virginia and Oakland, Maryland. Contact our team today to learn more.
Be sure to view the various investment products you have access to throughPtrust Bank Investments advisors to see which may be suitable for you. We invite you to contact our team to help guide you through the various financial products.
An account (active or passive) using manager models with multiple different investment strategies which includes tax efficiency and rebalancing of funds. Portfolios built to the individual needs of your personal situation.
An array of possibilities within the account that may include common and preferred stocks, municipal bonds, exchange-traded funds, mutual funds, annuities and money market funds.
Investment strategies that can provide tax-deferred growth and an income stream later in life.
Protect your assets and your legacy in a more tax-efficient way.
A broad range of tax-deferred investment strategies and planning tools outside of the pension and 401k savings plan.
Employer-sponsored plans to help with employee retention and planning for your and your employees future.
A retirement plan that may be established by employers, including self-employed individuals for the benefit of their employees.
A tax-advantaged savings plan designed to encourage families to save for college.