Investment Management Accounts
Our investment management account provides overall supervision of your securities. We examine your present circumstances and investment goals with you before developing an investment plan to meet those objectives. Once the plan is in place, we make all the investment decisions necessary to meet your expectations.
Our investment management account also provides custodial services.These include protection for securities, collection and distribution of investment income, record keeping and periodic statements of account.You retain full ownership of the securities and are free to amend or terminate the arrangement at any time.
The products offered by Valley National Bank's Trust Department are not FDIC insured, are not deposits or other obligations of the bank,are not guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.