The PBI Bank Trust Division offers locally based trust
services built on personal relationships. Our mission is to provide comprehensive asset management for families
through professional investment management, retirement planning and estate planning. Our goal is to grow and preserve
assets for future generations, while meeting the needs of the current generation.
Click here to login to your Trust account.
We use a team-oriented approach to manage relationships. Our administrative and investment team represent years of
experience in the trust and investment field and we draw on all necessary resources to properly manage accounts. We
are the decision-makers and we are available to our clients. Our ability to be flexible is a result of our independence
and locally staffed personnel. We offer experience and knowledge in the areas of active professional investment management,
estate planning consultation and administration, management of individual retirement accounts, trust administration, and
qualified retirement plan administration, including employee stock ownership plans.
