At Merchants Bank, our Trust Department offers safety, security and peace of mind to our clients by our disciplined approach to Wealth Management. With over $300 million in assets under management, the Trust Department has a proven track record of serving clients across multiple generations. We work with the most reputable companies to provide access to the best nationwide investment resources.
Full Service
We offer a variety of trust solutions including:
- Sophisticated investment management
- Selecting, rebalancing and monitoring of investments
- Foundation and endowment fund management
- Serve as trustee for revocable or irrevocable trusts
- 401(k) plans/qualified plans
- Estate planning
- Personal representative in estate settlement
- Healthcare coordination
- Independent judgment
- Full-time, professional money and bill pay management
- Peace of mind services, allowing you to stay independent longer
- Charitable giving
Local Ownership
Merchants Financial Group (MFGI) is the parent company for Merchants Bank , Merchants Investment Services and Merchants Bank Equipment Finance . With total assets of more than $2.5 billion, MFGI is among the largest independent financial organizations in our region. We are proud to be locally owned by our employees through our Employee Stock Ownership Program (ESOP) and approximately 760 individuals and families mostly from communities in southeastern Minnesota and west-central Wisconsin.
