Trust & Investment

Trust & Investment Management Group

Secure your financial future. 

Your trusted local partner.

Selecting a trustee and investment manager is one of the most important decisions you can make. Since 1963 we’ve been providing full-service trust and investment services tailored to your unique situation, risk tolerance, and financial goals.

Trust Administration

We lead with personal attention and compassion, recognizing that each family is unique and each trust administration is different. 

Investment Management

We help clients construct well-diversified portfolios of high-quality investments to provide competitive returns with below-average risk.

Retirement Accounts & Plans

Install or upgrade a company-wide retirement plan for your employees.

Exchange Bank Trust and Investment team member seated at table with diverse older couple reviewing estate settlement paperwork.

Estate Settlement

Our team provides comprehensive, personalized administration of a decedent’s estate. 

Our Locations

Rows of vineyards with golden hills in background during harvest in Sonoma County, near Exchange Bank Santa Rosa bank locations.

Santa Rosa 


545 Fourth St.
Santa Rosa, CA 95401

Tree-lined street with historic, tiled roof church near Exchange Bank San Rafael location.

San Rafael 


3950 Civic Center Dr, Suite 101
San Rafael, CA 94903

Aerial view of trees and city of Los Altos near Exchange Bank Los Altos location.

Los Altos


One First Street, Suite 9
Los Altos, CA 94022

Large fountain with palm trees in Roseville near Exchange Bank location.



1420 Rocky Ridge Dr., Ste. 190
Roseville, CA 95661