Personal Trust and Investments Personal Trust and Investments The Trust Department at is a full service trust and investment department. Experienced customer-oriented personnel are available to help you with any trust or investment service you need. Equally important, these services are provided to you on an individually arranged, tailor made basis to help you realize your financial goals based on your risk tolerance, and time horizon. The Trust Department can assist you with any of the following: Personal Living Trusts Investment Management Accounts Estates Pension & Profit Sharing Plans Testamentary Trusts Discount Brokerage Service Conservatorships Self Directed IRA and Roth IRA's Custody Escrows Skilful trust administration is important business. It can reduce your taxes, provide for your retirement, guide your investments and assure you that your family will be taken care of after you're gone. So it's essential to have trust administration done by someone you trust. Like the Southwest National Bank, where smart people have come for all their banking needs for over three-quarters of a century. Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by and involve investment risk including possible loss of principal amount invested.