Investment Management

Investment Management

The investment approach of our Trust & Wealth Management team consists of globally diversified, thoughtfully structured portfolios, actively managed as markets adjust. This approach is disciplined, taking the long term view and accounting for your tolerance for risk. And it’s purpose-driven, each portion of your portfolio playing a role in achieving your stated personal financial goals—whether we’re managing short term investments, or longer-term investments like your IRA.

Quick Links

Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an An Equal Housing Lender Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.