PRIVATE BANKING AND LENDING SOLUTIONS TO KEEP YOU MOVING FORWARD.
From money market savings and checking accounts to borrowing options that help clients take advantage of their individual financial success, our private banking solutions are built for those who demand—and deserve—more sophisticated, flexible and customizable offerings.
We offer the personalized service of a boutique private bank along with the convenience and security of banking anywhere, any time through our mobile banking app and online platform.
PRIVATE BANKING
Direct access to a dedicated Private Banker and Client Service team
Deposit Solutions (Transactional, Certificates of Deposit, Asset Allocation)
Skilled in trust titling
Guided hands-on approach to deposit needs
Online and mobile banking application
Mobile deposit
Bill payment services
World-wide ATM access
PORTFOLIO LENDING—COMMERCIAL LOANS
We can assist you with short-term financing, which will then prepare a project for your longer term borrowing goals.
Flexible terms
Term & revolving
Interest-only options
Various amortization options
PORTFOLIO LENDING—RESIDENTIAL LOANS
Our dedicated Credit Team, led by our Chief Credit Officer, will work with you and your trust advisor to understand your unique borrowing needs.
Purchase and refinance
ARM and interest-only options
Understanding of legal entities: Revocable and Irrevocable Trusts, LLC’s, Partnerships
Dedicated Private Banker and Client Service team will assist in the application process
SECURITIES-BASED LENDING — 42|360
The value of your portfolio is more than the sum of your assets. A well-structured and balanced investment strategy can provide easy and affordable access to credit whether you’re purchasing a second home, funding a college education, or providing for future generations.
42|360 is a line-of-credit designed to help you leverage your investments, without liquidating assets or impacting your investment strategy. We’ll work with you to set up your 42|360 credit line so it’s ready and waiting whenever you need it. It’s simple, smart—and keeps your investments working for you.
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