Phone: +1 (513) 747 3808
Email: info@libertysummittrust.com
Banking Hours: Mon-Fri 9AM - 5PM
Investment Banking Services

Professional Investment Banking Services

Liberty Summit Trust Bank offers comprehensive investment banking services designed to help you build wealth, plan for retirement, and achieve your financial goals. Our experienced investment professionals provide personalized strategies and access to a wide range of investment products.

Whether you're a first-time investor or an experienced portfolio manager, our investment banking services provide the tools, expertise, and support you need to make informed investment decisions and grow your wealth over time.

Investment Services

Comprehensive investment solutions for all your financial goals.

  • Portfolio management
  • Retirement planning
  • Wealth management
  • Financial advisory
  • Risk assessment
  • Tax-efficient investing
  • Estate planning
  • Investment research

Investment Benefits

Professional expertise and personalized investment strategies.

  • Expert Guidance: Professional advisors
  • Diversification: Risk management
  • Growth Potential: Long-term wealth building
  • Flexibility: Customized strategies
  • Transparency: Clear reporting
  • Accessibility: Online platform

Investment Products

POPULAR

Mutual Funds

Diversified Portfolios

  • Professional management
  • Instant diversification
  • Low minimum investment
  • Multiple fund options
  • Automatic reinvestment
  • Tax-efficient options
  • Regular reporting

Stocks & ETFs

Individual Securities

  • Individual stock trading
  • Exchange-traded funds
  • Real-time market data
  • Research tools
  • Portfolio tracking
  • Dividend reinvestment
  • Mobile trading

Retirement Plans

IRA & 401(k)

  • Traditional & Roth IRAs
  • 401(k) rollovers
  • Tax advantages
  • Retirement planning
  • Contribution tracking
  • Investment options
  • Professional guidance

Investment Strategies

Conservative Strategy
Risk Level: Low
Expected Return: 4-6% annually
Asset Allocation:
  • 70% Bonds & Fixed Income
  • 20% Conservative Stocks
  • 10% Cash & Equivalents

Ideal for investors seeking capital preservation with modest growth potential.

Balanced Strategy
Risk Level: Moderate
Expected Return: 6-8% annually
Asset Allocation:
  • 50% Diversified Stocks
  • 40% Bonds & Fixed Income
  • 10% Alternative Investments

Perfect balance of growth potential and risk management for long-term investors.

Growth Strategy
Risk Level: High
Expected Return: 8-12% annually
Asset Allocation:
  • 80% Growth Stocks
  • 15% International Equity
  • 5% Emerging Markets

Aggressive growth strategy for investors with long-term horizons and higher risk tolerance.

International Strategy
Risk Level: Moderate-High
Expected Return: 7-10% annually
Asset Allocation:
  • 40% International Developed
  • 30% US Equity
  • 20% Emerging Markets
  • 10% Global Bonds

Global diversification strategy for investors seeking international exposure.

Current Market Performance

Investment Type 1 Year Return 3 Year Avg 5 Year Avg Risk Level
Large Cap Stocks +12.5% 8.7% 9.2% Medium
Small Cap Stocks +15.8% 11.3% 10.8% High
International Stocks +8.9% 6.4% 7.1% Medium
Corporate Bonds +4.2% 3.8% 4.1% Low
Government Bonds +2.8% 2.5% 2.9% Low
Real Estate (REITs) +18.7% 9.8% 8.5% Medium

Investment Calculator

Investment Projection
Total Contributions:
$130,000
Investment Growth:
$125,450
Final Value:
$255,450
Return on Investment:
96.5%

Why Choose Our Investment Services

Expert Advisors

Certified financial planners with decades of experience in investment management and wealth building strategies.

Risk Management

Advanced risk assessment tools and diversification strategies to protect and grow your investments.

Performance Tracking

Real-time portfolio monitoring and detailed performance reports to keep you informed of your investment progress.

Investment Tools

Portfolio Analyzer
Risk Assessment
Analyze your portfolio risk and diversification
Retirement Calculator
Planning Tool
Calculate retirement savings needs
Market Research
Analysis Reports
Access professional market insights

Current Rates

Money Market 2.85% APY
12-Month CD 4.25% APY
IRA CD 4.50% APY
Jumbo CD 4.75% APY

*Rates subject to change. Minimum balance requirements apply.

Need Help?

Phone:
+1 (800) 555-INVEST

Email:
info@libertysummittrust.com

Hours:
Mon-Fri: 8AM-6PM
Sat: 9AM-4PM