Prepare for a bright future

Achieve your financial goals with Investment Management Services

Managing your finances wisely today will help you live better tomorrow. Experienced professionals from Charlotte State Bank & Trust’s investment management services team can help you achieve a bright financial future through investment strategies tailored to you.

We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together.

For more information about our Investment Management services, please contact Christine Hause at (941) 624-1917 or toll free at (888) 624-5454. Or if you prefer, email her at chause@csbtfl.com. Please include your contact information and the time you prefer to be contacted.

Our Approach

Share your vision for your future. We will listen to you intently and work with you closely to bring it to fruition.

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IRAs

Achieve your long-term goals with tax-advantaged Individual Retirement Accounts (IRAs).

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On Our Minds

02/10/20

Has Your Email Account Been Hacked?

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01/14/20

Happy (SECURE Act) 2020!

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01/9/20

4th Quarter 2019 Investment Update

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