Finding solutions for clients is what we do. Whether it’s investment management, trust services, retirement planning, estate administration, cash management, custody services, or retirement plan implementation for businesses. Whatever the needs are, we are dedicated to finding solutions to help clients achieve their financial goals.
INVESTMENT MANAGEMENT · TRUST SERVICES · DIRECTED MANAGER TRUSTS · RETIREMENT PLANS · CUSTODY SERVICES · EXECUTORSHIP
Assets under Management
When we opened our doors in 1983, we believed high-quality investment management and dedicated client service were key in building long-term relationships. This simple philosophy has proved true and is evidenced in our asset growth. Through investment management, custody, and fiduciary services, TNB Financial Services currently maintains over $4 billion in assets.
Local. Quality. Client Centered.
Our goal is to develop and foster long·term relationships with individuals and businesses for generations. Because we’re local, we can personally know and care for each client. Because we focus on quality, clients are confident in relying on our proven expertise. And because we’re client centered; clients can always expect top of the line service. Through these cornerstones, we have successfully created countless meaningful relationships and provided sustainable results.
Our investment approach is one of a long-term mindset. We believe that compounding earnings growth, multiple expansion, and return of capital occur over years, not days. There is no shortcut to building lasting wealth. We acquire high-quality businesses at the right price with the intent of being an owner for the long term. This time-tested approach helps us avoid the emotional pitfalls of investing and puts our clients in a position to benefit from compounding returns over time.
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Because We’re Local, We’re Agile. Because We Live Here, We Care.
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