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Investment Management Services

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NBT Financial Group offers investment management services to individuals, businesses and non-profit organizations. These services include:

  • Investment Advisory Services
  • Investment management including the purchase of bonds, stocks and mutual funds
  • Balancing investment portfolios based on market risk
  • Selection and purchase of municipal bonds and tax-free mutual bond funds
  • Favorable brokerage commission rates

Our focus in the investment process is on achieving the unique investment objectives of each of our customers. NBT evaluates customer needs and tailors investments to:

  • Income requirements
  • Liquidity needs
  • Access to principal
  • Time horizon
  • Tax characteristics

In addition to customer investment objectives, NBT’s investment advisors also factor in the impact of economic conditions, GDP, inflation, interest rates and other economic indicators in the development and management of portfolios.

Talk to your NBT Financial Group representative today to book an appointment.