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. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.
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 email@example.com. Please include your contact information and the time you prefer to be contacted.