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Corporate & Institutional Trust Services

  1. Keogh Plans, Self-Directed IRAs, SEP IRAs (Simplified Employee Pension), Roth IRAs & Education IRAs -- Going beyond the simple savings account, we can invest your retirement savings in a variety of stocks, bonds, and mutual funds.
  2. Cash Management -- Businesses and corporations that have excess cash balances but still need to maintain liquidity may benefit from a cash management agency. These accounts give you the flexibility to manage your investable cash balances.
  3. Escrow Agent -- PB&T Bank will act as escrow agent regarding both personal and corporate arrangements.

Investment Products:

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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