Financial Instruments

Investing information and ideas to help you pursue your goals

Our Investment Personality Assessment is one of the ways our advisors get to know you–to understand your goals and priorities. The following four questions will give you a sense of the full assessment and help us provide you with additional insights and resources please contact us to receive more information.

  • Beyond Knowledge

    An investment portfolio is a collection of different types of investments or asset classes, including stocks, bonds, cash and other securities. Our primary focus is helping you achieve your long-term financial goals by selecting the appropriate asset allocation – or mix of investments – for your portfolio.

  • Expertise

    We believe that by understanding what’s important to you, we can work together to review your options and help select an appropriate portfolio objective.

  • Community

    We are not just a bank, we are a community Typically, the longer you have to invest, the more you can handle short-term market swings, so you may have a larger allocation to stocks, stock mutual funds or exchange-traded funds. However, when you get closer to needing the money for your goals, we recommend shifting to more conservative investments, such as bonds, CDs or bond funds.


    Your goals, concerns and attitude about investing are the foundation of your plan.


    Using a step-by-step decision-making process can help you make more deliberate, thoughtful decisions by organizing relevant information and defining alternatives


    Am I saving enough for the retirement I want? There’s no one-size-fits-all answer. These four steps can help you figure out the amount that’s right for you