About

We’re an independent, state-chartered trust company. We’re local. And we work with you to define your needs and help you grow toward your goals. That means we partner with your accountant and attorney. We have only your best interests at heart.

Your goals shape our services. Our experienced trust officers offer:

• Complete personal trust and institutional services
• Investment management, with the option to work with our partner FCI Advisors or the advisor of your choice
• Comprehensive trust and estate administration

At Security Trust & Investments, we pride ourselves on our extensive knowledge of current regulatory, legal, and tax implications of trust and estate planning. We’d be honored to put this expertise to work for you and your family.

Using a trust provides peace of mind and continuity in the handling of your estate and the preservation of your wealth. We encourage you to:

• Speak with a trust advisor about your needs.
• Ensure your values are reflected in your estate plan.
• Partner with a fiduciary to preserve and grow your assets.
• Revisit and evaluate your retirement plan.