Investment Options

Let us provide you access to a complete array of savings and investment options.

Mutual Funds let you pool your funds with other investors to take advantage of diversified investment opportunities you couldn't make on your own.

Annuities are a guaranteed contract with a premiere insurance company

Asset Allocation Services match your financial goals with your risk tolerance to create a customized investment plan.

Discount Brokerage Services let you execute your own trade decisions at your own convenience, using a variety of investment options including online investing through CompassWeb Brokerage.

Personalized Investment Planning puts investment professionals to work for you, making investment recommendations and helping you execute your plans.

Securities products are offered through Compass Brokerage, Inc., member FINRA and SIPC and insurance products are offered through Compass Insurance Agency, Inc., each an affiliate of Compass Bank.

Securities and insurance products:

  • Are not FDIC insured
  • May lose value
  • Are not Bank Guaranteed