Summit Bank offers its clients trust, investment management, financial planning and estate planning services via its connection with two outside firms. Contact us or visit the website indicated below for the investment service that fits your needs.
AmeriTrust Corporation
AmeriTrust Corporation is a chartered trust company in the State of Oklahoma. As a corporate trustee, they have full powers to provide customary trust services, including fiduciary and administrative services for all types of trusts.
AmeriTrust Investment Advisors Inc (AIA) is a registered investment advisor, managing individual stocks, mutual funds, bonds and cash. Their mission is to meet each client's unique goals and objectives, while reducing volatility and limiting the risks inherent in the securities markets. They strive to provide consistently superior investment performance over long periods of time.
The financial planning division of AmeriTrust Investment Advisors, Inc. offers a Fee-Only personal financial advisory service. They are the longest Fee-Only financial advisor in the state of Oklahoma registered with the National Association of Personal Financial Advisors (NAPFA) which represents financial planners compensated on a "Fee-Only" basis. They receive no sales commissions, trailer fees, or payments from third parties for the sale of investment products. They are committed to helping their clients reach their financial goals by providing unbiased, objective recommendations. Clients benefit through improved investment returns, reduced risk, increased financial knowledge, comprehensive retirement and estate planning, and minimized taxes.
Go to www.ameritrusttulsa.com to learn more about AmeriTrust Companies.
Bridgecreek Investment Management, LLC
Bridgecreek Investment Management ("Bridgecreek") is a boutique money management firm servicing high net worth families in Oklahoma and Texas. Bridgecreek specializes in providing portfolios in excess of $1,000,000 with innovative, creative and personalized investment solutions. Their goal is to construct and rebalance your portfolio to create the greatest possible risk-adjusted return.
With over 25 years of combined experience, each member of Bridgecreek brings unique strengths and expertise to the table. Clients benefit from a team approach with two senior level portfolio managers monitoring their accounts at all times. Other advantages to working with Bridgecreek include a focus on research, fee-based management, and fewer clients per manager.
Bridgecreek currently manages approximately $350 million for 65 clients.
Go to www.bridgecreekinvestment.com to learn more about Bridgecreek.
Trust Services offered through AmeriTrust Corporation; Securities offered through AmeriTrust Investment Advisors, Inc.; Money Management offered through Bridgecreek Investment Management, LLC. Summit Bank is not affiliated with AmeriTrust Corporation, AmeriTrust Investment Advisors, Inc. or Bridgecreek Investment Management, LLC.
NOT DEPOSITS • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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