Are You Prepared?
Get expert advice to help ensure and protect your financial legacy at our free educational seminars.
 
Charlotte State Bank & Trust will never call you to ask you to verify or provide your full account number, username, password, debit card number, PIN or Social Security number. If you receive a call requesting this information, even if the caller ID looks like it is coming from the bank, immediately hang up, and call us at 888-624-5454.
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. 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 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

12/1/22

Why Indexing Works

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11/29/22

Least Regretted Majors

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11/28/22

Bonds to ETFs

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