Asset management
YOUR PERSONAL CONTACTS
- Personal Trust: Jacque Branch, (806) 378-8376
- Retirement Plans: Stella Knickerbocker, (806) 378-8338
- Investment Management: Matt Ramsey, (806) 378-8172
- Oil & Gas Property Management: Leslie Weaver, (806) 378-8360
- Farm & Ranch/Real Estate Property Management: David Carnahan, (806) 378-8330
When it comes to building, managing and preserving significant assets, there is no “one size fits all” approach. The personal touch, experience and unique financial acumen matter a great deal. At ANB, our Asset Management Division is made up of highly knowledgeable and seasoned professionals, dedicated to helping each client achieve their individual goals. There are no out-of-town decisions or foreign bureaucracies — because we believe you shouldn't have to go halfway around the globe to get world-class service.
ANB's professional Asset Management advisors can handle many of the day-to-day tasks of asset management — while you retain the level of control and involvement that you choose. We'll work closely with you, your family and any other advisors to develop an appropriate trust solution and integrate it into your overall financial and wealth transfer plans.
Our Asset Management Services include:
| Description | Details | |
|---|---|---|
| Personal Trust & Estate Administration Services | Establish a special relationship with ANB that allows the bank to act as your trustee or agent, holding title to designated assets and managing them for your benefit (and that of your named beneficiaries). |
Personal trusts can help you:
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| Retirement Plans | Take advantage of ANB’s wide range of retirement plans, sheltering current earnings for future benefit. Plus, you’ll gain the security of knowing that the bank serves as your discretionary trustee with full fiduciary responsibility. |
Services include:
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| Investment Management | Rely on ANB’s expert team to help with everything from investment decisions to managing your money on an ongoing basis. Through ANB, you’ll have the assurance of a long-term direct relationship with your advisors — plus a customized, comprehensive financial solution. |
Services include:
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| Oil & Gas Property Management | Capitalize on ANB’s more than 90-plus years of experience serving the oil and gas industry and in-house property management expertise to help you make the most of your assets. |
Services include:
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| Farm & Ranch/Real Estate Property Management | Relieve the day-to-day demands of managing your real estate assets through ANB’s efficient, experienced team. |
Services include:
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- are not FDIC insured
- are not a deposit or other obligation of the depository institution
- are not guaranteed by the depository institution
- are subject to investment risks, including the possible loss of the principal amount invested
