CertusBank has launched a full service wealth management platform, CertusWealth. The CertusWealth model is based on thorough financial planning provided by Certus Bank’s team of wealth management experts.
Bob Hogan (Executive Vice President, Wealth Group Executive for CertusBank), says: "In this era of challenging financial markets and economic uncertainty, customers are often treated like a commodity. At CertusWealth, our focus is on you and what is important in your life. That’s why our team of trusted advisors is committed to getting to know you and helping you to reach your life goals. We do this by providing smart advice and cost effective access to quality wealth products including private banking, trust, asset management, brokerage, and insurance. Your complete wealth plan will answer both ‘how’ and ‘why.’"
Along with introducing CertusWealth, CertusBank has also launched a new website showcasing the firm’ financial solutions, including:
C-Plan – a robust information gathering tool which allows customers to know their net worth anytime and anywhere. It also enables users to digitally store all critical life documents, so that they can maintain them in a safe and secure location that’s easily accessible.
SecureSweep – a sweep account that moves idle cash in a CertusBank checking account into a fully collateralized investment account, without any sweep restrictions. The investment accounts are collateralised by US government and agency securities and offer a premium return on those excess cash balances! C-Direct is an online discount brokerage product that is competitively priced at only USD9.99 per equity trade and caters to the investor who likes to take charge of their investment decisions.
