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