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Investment Services>Asset Management

Our variety of asset management options gives you the freedom to select the level of control you find most comfortable. Our level of service and commitment is high, regardless of the approach you choose.

Investment Management
Allow the professionals at BankChampaign to provide total investment management by leaving the ultimate decision-making in our hands. You have the security of knowing that our experienced team will:
follow the strategy that was developed with your input
review investment performance
report results on a regular basis

To learn more about our past investment strategies, download these documents authored by our wealth management team of experts.

Economic/Investment Forecast
January 2010

Investment Strategies
July 2009 l February 2009 l June 2008 l April 2008 l December 2007 l May 2007

Investment Advisory Services
Rely on BankChampaign for objective, unbiased advice, but retain the ultimate authority on your buy and sell decisions.

Custody Services
Plan and implement your own strategy and let BankChampaign provide assistance with:
handling all time-consuming investment details
keeping accurate records
providing timely and easy-to-understand statements
protecting investment documents from theft, loss or destruction

CD Manager
If you have multiple certificates of deposit with different institutions and varying maturity dates, our CD Manager accounts can help maximize your investments by:
monitoring your CD portfolio
keeping track of maturity dates
finding the best local and national rates
providing one combined statement for all your CDs
informing you about withdrawal options to match your cash flow needs
consolidating tax reports into one 1099 form
  Certain fees may apply.

For more information, call 217.351.2870 or email:

Charlie Osborne
osborne@bankchampaign.com
John Clausen
jclausen@bankchampaign.com
 

 

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