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Investment Services |
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Los Alamos National Bank, through its Trust & Investment
Services, offers a full line of trust and
asset management services. With
an exceptional team of estate
planning, estate administration,
and financial management
professionals, we assist
individuals, families,
businesses, and charitable
organizations with the
following:
Trust and Estate Administration
LANB will serve as executor of a last will
and testament, trustee of
revocable, irrevocable, and
charitable trusts, financial
agent under a power of attorney,
and as court appointed
conservator for an incapacitated
individual. In each of these capacities, we
perform our duties with the
level of skill, attention to
detail, efficiency, and concern
with confidentiality which you
deserve from a professional
fiduciary.
In addition
to the foregoing, many individuals, who have personally
been appointed as an executor or
a trustee, retain LANB to serve
as their agent and assist with
the day-to-day functions of
their position.
Investment Management
We provide customized portfolio management.
This means that each investment
account is established and
managed with a unique portfolio
designed to meet the investment
objectives and risk tolerance of
the account owner. Our portfolio
manager encourages regular
meetings with our customers to
discuss their individual
accounts, their financial
situations, and their investment
objectives.
If you have not utilized our investment management
services, we would welcome an
opportunity to review your
current portfolio, discuss your
investment objectives, and
review our historical investment
performance.
Phone: (505) 662-5171
Email:
lanb@lanb.com
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PAL® Log In* |
Wealth Management Client
Portfolio Login**
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Newsletter |
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*The Trust & Investment Services PAL Log In is hosted at a different location. The above link will take you there.
**The LANB Wealth Management Client Portfolio Login is hosted at a different location. The above link will take you there.
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