Investment management accounts provide structured support when assets or financial responsibilities require professional oversight, coordination, or administration beyond basic investing.
These accounts are commonly used when assets are managed on behalf of another person, tied to a specific agreement, or require added structure and accountability.
Custodial investment accounts provide professional management and safekeeping for assets held on behalf of another party. These accounts combine investment oversight with ongoing accounting, record keeping, reporting, and tax filing support.
Often used to:
Manage assets that require professional oversight, documentation, and ongoing administration.
Escrow accounts are used to hold funds or documents with a neutral third party until specific steps in a transaction are completed. This is common in real estate transactions, exchanges, and other agreements where assets must be released only when conditions are met.
Often used to:
Hold funds or documents securely during real estate transactions or contractual agreements.
This service helps manage bill payments and routine financial tasks for someone who needs assistance, using a limited power of attorney. It allows specific responsibilities to be handled without taking full control of finances.
Often used to:
Help keep bills paid and financial obligations on track when someone needs extra support.
Investment management accounts are often used in situations where assets or financial responsibilities need added structure, oversight, or neutrality.
This may include managing assets on behalf of another party, holding funds during real estate transactions or exchanges, or assisting with ongoing bill payment when someone needs help managing financial obligations.
In these situations, Boone Bank & Trust Co. can provide bonded, impartial support and serve as a consistent point of coordination from start to finish.
Not sure which account structure fits your situation or responsibilities?
A conversation can help clarify options and next steps based on your goals.
Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by Boone Bank & Trust Co., and may be subject to investment risk, including possible loss of the principal amount invested.
Routing Number: 073901097
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