Investment Management*
Allow the experts 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 investment strategies, click here.
* Certain fees may apply.
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
BankChampaign provides Self-Directed IRA’s that give you the ability to invest in anything allowable by the IRS. Real Estate IRA’s and Private Equity IRA’s are two specific types of Self-Directed IRA’s but you can also invest in stocks, bonds, mutual funds and precious metals.
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
Saving for College*
BankChampaign is here to help you plan for higher education with numerous savings options.
- Roth or Education IRAs
- Coverdale Education Savings Accounts (CESA)
- Uniform Transfer to Minors Act Accounts (UTMA)
- Taxable Investment Accounts
For more information call or email:
Charlie Osborne
cosborne@bankchampaign.com
(217) 351-2870
Karen Sharp
ksharp@bankchampaign.com
(217) 351-2870
Investment Products and Services are: Not FDIC Insured | May lose value | No bank guarantee