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Trust Asset Management

The Trust Asset Management Group offers an integrated, comprehensive approach to managing multi-generational family wealth.



We serve a clientele which includes individuals, multi-generational families, foundations, and endowments. Our seasoned professionals have an average of 18 years of experience as trusted advisors in their chosen fields.

This tenure rewards clients through delivery of real-world advice coupled with a customized relationship structure that enables each client to define and achieve their long-term financial aspirations.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

CBT Trust Asset Management has in place limited soft dollar relationships with third parties to obtain investment research. Soft dollar relationships are generally arrangements whereby credits are generated by account securities transactions to pay for investment research or other products and services benefiting discretionary accounts. If you would like additional information on soft dollar arrangements or the research that is obtained, please contact your account investment officer.