- Roth IRAWe offer traditional and ROTH IRAs for your retirement investments. Funds are invested as Certificates of Deposit. Non-FDIC insured investments are available through our Investment Advisors.
- Investment ManagementYour wealth is meaningful, and you worked hard to accumulate it. Bank of Ann Arbor's Trust & Investment Management Group will help manage your assets with great skill and insight, as well as personalized responsive service. You will work with a dedicated team of Trust and Investment Management professionals who will work closely with you to listen to your financial goals and needs, develop and implement a customized investment plan, and refine this plan over time as your needs change and market conditions evolve.
- Mutual FundsWe have access to a broad range of investment options, including no-load and institutional priced mutual funds. From cash management to fixed income and equities, we offer solutions and strategies to accomplish your long-term objectives.
- Cash Flow AnalysisCash Flow - This is the cash your business has to pay the debt. A cash flow analysis helps us determine if you have the ability to repay the loan.
- Retirement Planning
- Asset ManagementBank of Ann Arbor's steady asset growth is a testament to the success of our core beliefs and the deep relationships that we have built with our clients. We customize our team approach to meet your needs and risk tolerances. Our experienced staff is extremely well-versed in bringing solid tactical asset allocation and a total return approach to a variety of portfolio needs. We will structure your portfolio to achieve a competitive rate of total return with an acceptable level of risk, while meeting your cash flow needs.