At FarmBtc Trust & Investment Services, our core beliefs direct our efforts. Those beliefs are:
- Preservation of Wealth: Holding on to what you have worked hard to achieve.
- Portfolio Diversification: Taking advantage of a number of investment types to balance return and risk.
Once decisions are made, a plan is in place, and investments are purchased . . . our job is vigilance. All of our customer portfolios are monitored for performance against goals. Overall, each portfolio should remain true to its style.
What about when your needs change? We know not everything happens in an orderly, planned, expected manner. We’ll meet with you, talk about what has changed, and review and revise your investment strategy to meet a new reality. Diversification and asset allocation do not ensure a profit or protect against a loss.