Investments

Located at TriSummit Bank, you’ll find a full-service investment area with the expertise and experience to provide the information and advice you need.

 

 If you have questions please contact Leighton Hart lhart@infinexgroup.com.  Click here to see Leighton's latest newsletter.

  • One-on-one consultations to discuss your preferences, goals, and feeling about risk
  • Portfolio reviews to determine proper diversification and asset allocation
  • Account consolidation to eliminate the inconvenience of managing too many accounts
  • Timesaving services such as dollar cost averaging (DCA) and dividend reinvestment
  • Online account access and trading for do-it-yourselfers
  • Access to numerous investments including stocks, bonds, mutual funds, ETFs and annuities.

Securities offered through INFINEX INVESTMENTS, INC., member FINRA/SIPC. Infinex and the bank are not affiliated. Insurance and securities products and services are: not a deposit, not FDIC Insured, not insured by a federal government agency, not guaranteed by the bank, and may go down in value.

TriSummit Investment Services is a trade name of TriSummit Bank.  Infinex is not affiliated with either entity.