Investment Management & Trust Services Division

Peoples Security Wealth Management Group has been offering services to the community for over a century. We offer a broad range of investment management, fiduciary, and custodian services. We have assisted our customers in attaining their goals by upholding our focus on personalized customer service. Our teams are staffed with highly qualified professionals who have developed a reputation for timely decision-making and excellent service to the growing list of clients.

Investment Management

Investment Management is a vital step in your financial planning process. Peoples Security Bank & Trust, as your Discretionary Investment Manager, will assist you in fulfilling your financial goals. We will create an investment portfolio designed especially for you based on your financial objectives and risk tolerance. Our Investment Management Team will monitor your account to ensure that your financial objectives are being met and if necessary, will make recommendations to enhance the value of your portfolio.

Living Trusts

A Living (revocable) Trust is a trust you create during your lifetime. Peoples Security Bank & Trust, as your Trustee, will act as your Discretionary Investment Manager. In addition, we will make distributions from the trust to you or to others on your behalf. We will also follow any testamentary wishes you have provided for within the trust.

Trust Under Will

A Trust Under Will, or Testamentary Trust, is a legal document created under a decedent’s will. This trust allows a decedent to determine who, how, and when a named beneficiary will receive any benefits from the trust. Peoples Security Bank & Trust as Trustee will assume management of the trust’s assets and ensure proper administration according to the terms of the trust.

Estate Administration

As the named executor in a decedent’s will, Peoples Security Bank & Trust is entrusted with the responsibility of concluding a person’s final affairs. We will work with the appropriate parties to ensure the estate administration is completed in a timely manner. In addition, we are also able to work with individual executors by acting in the capacity of Agent for the Executor.

IRA Trustee Services

As trustee for your Individual Retirement Account, we will create an investment portfolio designed especially for you based upon your financial objectives and risk tolerance. Your account will be reviewed to ensure that your financial goals are being met. Recommendations will be made to adjust the portfolio if necessary.

Guardianships

When appointed Guardian of the estate for a minor or an individual lacking mental capacity, Peoples Security Bank & Trust will serve in a fiduciary capacity, exercising full discretion in asset management and other guardian-related issues.

Custodial Services

As a custodian, the bank will hold your assets in a non-managed account. The bank will collect any income that is generated by the assets and will execute sales or purchases of assets per your instructions. Accounting records will also be maintained for the account.

Special Needs Trust

A special needs trust is a legal arrangement and fiduciary relationship that allows a physically or mentally disabled or chronically ill person to receive income without reducing their eligibility for benefits. When appointed Trustee, Peoples Security Bank & Trust will serve in a fiduciary capacity, exercising full discretion in asset management and other trust-related issues.

Investment Management & Trust Services Team

Our team of professionals has years of experience in financial services. We can help you address your needs for today and for many years to come.

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DISCLOSURES

Fiduciary services only offered in the state of Pennsylvania.

Peoples Security Wealth Management Group is a trade name under Peoples Security Bank and Trust Company.

Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value