Asset Management for all types of accounts can be directed by The Commercial & Savings Bank Trust Department.
- Individual Trustees
- Agency Accounts
- Retirement Plans
- Corporate Accounts
- Non-profit agencies
How to Choose the Right Investment Manager
You want to choose an advisor who is knowledgeable, experienced, and accessible. Examine the advisor’s experience and credentials. You need to be comfortable you are getting prudent investment advice. Moreover, your advisor should be willing to meet with you in person and spend time getting to know you and your situation. If your advisor does not take the time to get to know you and your financial needs, how can they tailor an investment plan just for you?
There are many different ways that advisors are compensated. Make sure you are comfortable with the way your advisor is compensated. There are transaction based and fee based compensation structures. There are good advisors in both categories and the one that is best for you may be different from another person. Make sure your advisor is clear and open about how they are compensated so you can make an informed choice.
Is it too good to be true? Stay away from advisors who make claims that are too good to be true. Not even Warren Buffet can beat the market all the time. Performance is important, but it is better to focus on your investment goals, time horizon, and risk tolerance. Your advisor should concentrate on developing a prudent and diversified investment plan that is in-line with your goals and risk tolerance.
Speak to a local expert for a free consultation.
Let CSB help you.
Vice President | Director of Wealth Management
330.674.2397 | firstname.lastname@example.org
Primarily serving customers in Holmes and Wayne counties
Prior to joining CSB in 2007, Kevin worked as an attorney in a private practice with a local law firm focusing on estate planning and business law. He graduated from the College of Wooster with a Degree in Psychology and earned a Juris Doctorate from The Ohio State University Moritz College of Law.
Kevin is a member of Wooster Noon Lions, on the Board of the Viola Startzman Clinic, and a Member of the Wayne County Bar Association and Ohio Bar Association.
Vice President | Retirement Benefits Plan Services
330.415.0829 | email@example.com
Primarily serving customers in Stark, Tuscarawas, & Holmes counties
Marie brings over 30 years of wealth advisory, personal trust, investment management, and employee benefit experience to her role in helping CSB customers. Marie earned a Bachelor of Arts Degree from Wilmington College and is a graduate of the Midwest Trust School and a Certified Wealth Advisor.
Marie serves as a member of the Trust & Estate Planning Committee for the Stark Community Foundation. She is also a board member of the Louisville Community Foundation and a member of the Louisville Women’s League.
Vice President | Trust Officer
330.749.1510 | firstname.lastname@example.org
Primarily serving customers in Wayne County
Jason has more than 20 years of experience in the financial services industry. He obtained his Bachelors of Science in Economics and an MBA in Finance, both from The University of Akron.
Jason is the Board of Education President for the Cloverleaf Local Schools, and is also active in local Boy Scouts, coaches youth sports, and volunteers at his church.
Vice President | Trust Operations Manager
330.674.2397 | email@example.com
Jackie is a graduate of Cannon Financial Institute at Pepperdine University, Certified Securities Operations Professional (CSOP). She also attended Midwest Trust School.
Jackie has more than 45 years of Trust Operations experience managing the operations of several large and small trust departments in Holmes, Stark, Summit, and Wayne Counties.
*CSB Wealth Management, Trust, and or brokerage products and services are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.