Trust & Investment
Management
Services you can trust.
Exchange Bank is one of the largest community bank trust departments in California with over $1 billion in assets under administration. Our team of experienced individuals provides services in the areas of trust administration, estate settlement, retirement plan management and investment management.
Trust Administration
Exchange Bank offers full-service Trust and Investment services. Since 1963, we’ve been helping clients construct well-diversified portfolios of high quality investments in order to provide competitive returns with below average risk.
Investment Management
Our objective is to manage your investments to meet your goals. We work with you to determine your risk tolerance, time horizon and financial goals in order to build a portfolio that works for you.
Retirement Accounts and Plans
Exchange Bank can help make your retirement goals and dreams a reality.
Estate Settlement
Exchange Bank provides comprehensive, personalized administration of a decedent’s estate.
