Investment Management & Trust Services
We succeed by helping clients succeed.
For 148 years, we have helped individuals, nonprofit organizations, and municipalities meet their financial goals and grow their resources. Our investment management and trust services offer:
- investment management
- financial advisory services
- trust administration
Key to this success is our team of trust professionals with more than an average of 15 years of asset management and trust experience based in Augusta, Maine and our partnership with FCI Advisors. This partnership leverages five decades of experience working with fiduciary-quality investment solutions. It allows us to be highly responsive and flexible while at the same time lean and efficient.
For our clients, this means access to an investment team with the depth and stability of investment professionals who manage over $6 billion dollars. When combined with the experience and accessibility of KSB's local investment management and trust professionals, our clients receive a high degree of personalized client service.
Gail P. Conley, CFP®, CWS®, Regional Vice President & Director of Investment Services
Amos Byron, CTFA, Vice President & Trust Officer
Danielle M. Lavache, CTFA, Relationship Manager
Matthew T. Otterson, Trust Administrator
Offerings provided by Investment Management & Trust:
* Are not insured by the FDIC or other federal government agency
* Are not deposits of or other obligations of the institution and are not guaranteed by the institution
* May lose value; are subject to investment risks, including possible loss of the principal investment