Trust & Investment Services
You know how important it is to plan for the future. Our experienced Investment and Trust Services specialists can help you set your goals, select the right investment vehicles, and deliver the right combination of risk, return, and liquidity. Ask one of our bankers for more details on this important service.
Online Portfolio Review
Access your investment account information when you want, from wherever you want - 24 hours a day, 7 days a week.
- View your account summary
- Monitor your portfolio
- Research potential opportunities
- Observe your transaction activity
- View, print, and download detail reports
- Access to online help system
Recognizing your busy lifestyle, Online Portfolio Review offers a secure and convenient way for you to access your portfolio. To sign up please contact your Account Administrator: Howard Mortenson, howard.mortenson@muskegoncommerce.com (231) 830-9531.
Trust Services
Our Trust services include estate planning, portfolio management, custody accounts, and fiduciary services. Through our relationship with PrimeVest Financial Services 1,2 we are also able to provide traditional brokerage services that include stocks, bonds, mutual funds and annuities.
Employee Benefit Programs
Reward your employees with 401(k), SEP, or other retirement programs. Whether you're a one person office or a 50-person shop, we can fashion a retirement program that works for you. And adjust it over the years as your business changes. Ask one of our bankers to develop a program for you.
Whether your need is an Education IRA for a child's future college expenses or a 401(k) for your company's retirement plan, contact Howard Mortenson, howard.mortenson@muskegoncommerce.com (231) 830-9531 and set up an appointment to determine your best course of action..
Trust Services provided by: Paragon Bank & Trust 1-888-612-9511
Brokerage Investment Services provided through: PrimeVest Financial Services Inc. 2
1 Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
2 PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member NASD/SIPC. PrimeVest may receive commissions in connection with insurance or security transactions conducted through them. Muskegon Commerce Bank may receive a portion of commissions from some sales. Investment products are not deposits. The nondeposit investment products are not obligations of, or guaranteed by, the bank, and are not insured by the FDIC nor any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.