When it comes to building and preserving wealth, we believe in a team approach designed around your individual goals. The Canal Bank Investment Team will work closely with you to construct a portfolio that reflects your ambitions, time horizon, and risk tolerance. After all, your financial ambitions are like no other — the team that helps you achieve them should be too.
Our Investment Approach
At Canal Bank, our disciplined approach to investing combines cost-effective market exposure through mutual and exchange traded funds (both active and passive strategies) with research-based individual security investments. In addition, we consider measures of value, competitive advantage, and management stewardship when making investment decisions. And, because financial climates and opportunities change, we continually assess the financial markets using comprehensive research and analytical tools. We have access to vast resources like cutting-edge technology, expert analysis, and up-to-the-minute information to make informed investment decisions. Wherever you want to go, we want to help you get there.
To set up an appointment, call 800-836-3711, or click the button below to contact a Financial Advisor.
No two people have the same financial goals. Our team firmly believes that your investment strategy should reflect your individual ambitions. We’ll work with you to analyze your financial and personal information to match your objectives with appropriate, time-tested investment strategies to develop an individual financial plan customized specifically for you.
Whether an institution or not-for-profit, our investment professionals are dedicated to finding the investment strategies best tailored to meet your specific objectives and spending needs, keeping in mind your long- and short-term goals. Using qualitative and quantitative research, our investment solutions are designed to achieve the desired risk-adjusted return while maintaining the appropriate level of liquidity for your organization. You can rest assured we continually monitor and review your organization’s investment program and make proactive adjustments as needed.
In addition, as a full-service bank, Canal Bank can help develop and manage your organization’s endowment or retirement funds, assist with capital planning and credit needs, as well as provide banking and cash management assistance. Our investment professionals understand the importance of these funds to your long-term viability and success and are dedicated to helping get you there.
Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit
We can help you preserve and manage your assets now and for generations to come.
Your “peace of mind plan” for the future. Let us help you develop a strategy to meet your vision of retirement.
© 2024 Chemung Canal Trust Company. All rights reserved.
ABA Routing Transit #: 021301115
Toll-free: 800-836-3711
