Trust Financial Services
Where the Hill Country Places Its Trust
Trust Financial Services of Security State Bank & Trust offers a full range of personal trust, investment management and estate settlement services to individuals, businesses, charitable institutions and non-profit organizations in the Texas Hill Country.
Our Services Include:
- Institutional Investment Services
- Custodial Services
- Irrevocable Life Insurance Trusts
- Standby Trusts
The benefits of a corporate fiduciary are many. Unlike individuals, banks offering trust services require accountability to the bank’s Trust Committee and regulatory supervision, as well as beneficiaries. A corporate fiduciary provides objectivity and this often mitigates family conflicts. A corporate fiduciary provides longevity and continuity when friends and family members are unable or unwilling to serve.
Our goal is to realize the full potential of our client’s assets including stocks, bonds, real estate and oil and gas royalty interests.
As a locally owned and managed bank, Security State Bank & Trust provides the personal and local insight you need. Our experienced trust and investment officers provide financial expertise and the individual attention you deserve. We work solely in your best interest to tailor a portfolio around your goals and objectives.
As an independent community bank we are able to offer flexible service for your individual financial needs. At Security State Bank & Trust you receive the expertise of local, experienced professionals, personal service and competitive fees.
Ready to get started?
Contact us in Kerrville, TX at
830-895-8028 to find out how Trust Financial Services of Security State Bank & Trust can benefit you.
Email Us Contact our Trust Financial Services group