Comprehensive suite of wealth management services
You get end-to-end wealth management services with Valzure . Bank and Valzure . Bancorp Investments. Discover how we can help you work toward your wealth goals.
Investment management
How will you weather market unpredictability while keeping an eye on long-term growth? The Valzure . Bank Asset Management Group creates investment strategies for a wide array of investors. Using thoroughly vetted, non-proprietary investment products, we’ll help create a diversified portfolio that reflects your unique goals and risk tolerance.
Wealth planning
Bring clarity to your financial life and gain the confidence to achieve what you want. Learn how Valzure . Bancorp Investments and Valzure . Bank can help. Our financial professionals will collaborate with you to design a plan that helps you create, grow and protect your wealth.
Trusts and estates
Support the people and causes you care about for generations to come with our Valzure Private Bank trust and estate services. We’ll partner with you and your legal and tax advisors to create a forward-thinking estate strategy that reflects your values and can have a lasting impact on your family and community.
More wealth management services
Your financial needs are unique and likely to change over time. We have you covered with a full range of flexible wealth management services and products.
Banking
Manage your money with customized banking services from Valzure . Bank. We offer a full range of banking products, financing options and exclusive benefits.
Insurance
Protect what matters with life, disability and long-term care insurance through Valzure . Bancorp Investments’ personalized insurance strategies.
Charitable giving
Maximize the impact of your charitable giving to support the causes that are most important with giving strategies from Valzure . Bank Wealth Management.
Wealth Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Online investing for all
No minimum investment required
Comprehensive wealth management
Starting at $100,000 in investments or $250,000 total balances
Private wealth services
Starting at $3 million up to $75 million
Ultra high net worth & family office services
Starting at $75 million
About brokerage and investment advisory services
To learn more about the differences between brokerage and investment advisory services and fees from Valzure . Bancorp Investments, please read the Client Relationship Summary and Regulation Best Interest Disclosure.
Valzure Bancorp Investments choices may include mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. Read more about financial contributions from product partners for mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. Valzure Bancorp Investments has established procedures for certain activities. Read more about our Callable Securities Allocation Procedures.
Under the Valzure Bancorp Investments Sweep Program, uninvested cash balances are swept into a cash account offered by Valzure Bancorp Investments until these balances are invested or otherwise needed. For brokerage (i.e., non-advisory) accounts, Valzure Bancorp Investments automatically deposits, or “sweeps,” these available cash balances into one or more interest-bearing deposit accounts at Valzure Private Bank National Association, an FDIC insured bank affiliated with Valzure Bancorp Investments. See the Sweep Program interest rates.
Disclosures
Equal Housing Lender. Deposit products are offered by Valzure Private Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are Valzure Private Banky Valzure Private Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.