Investment Services

In the world of investing, change is inevitable. Every day more and more options become available to you. So how do you know which route is best for you? Let BancTrust Financial Services, Inc. help navigate the way. The professionals at BancTrust Financial Services, Inc. can carefully analyze your needs and objectives to help you select the investments that fit your financial plans and goals.

Wealthcore Investment Strategies

BancTrust Financial Services, Inc.'s broker-dealer, Sterne Agee Financial Services, Inc., offers access to the Wealthcore Investment Strategies Program. Wealthcore gives investors with assets of $100,000 or more access to professional money managers who usually limit their services to clients with assets of $5 - 10 million and more. Talk to us about the many services the Wealthcore program provides. We can help you analyze your investment objectives and risk tolerance, then recommend a money manager whose investment style and experience are best suited to meet your goals.

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Investment Options

Stocks

When it comes to the changing stock market, advice on what to buy and sell is essential. We help our clients position themselves so that their strategies meet their needs without compromising their tolerance for risk.

Bonds

Instead of venturing into the bond market alone, look to us for knowledgeable guidance. We help you carefully weigh such factors as credit rating, return, duration, tax exemptions and call protection to match a bond with your investment strategy.

Mutual Funds

The number of mutual funds now exceeds the number of stocks listed on the major exchanges. To help you navigate the maze, we compare each fund’s investing style, management and performance. We then match mutual funds to your goals and risk tolerance, and continue to monitor those funds selected to ensure they meet your investment objectives.

Annuities

The ability of annuities to provide tax-deferred accumulation of capital has made them popular among investors. If this option makes sense for you, we can give you expert advice in selecting from the myriad choices that exist. We can guide you through the often subtle differences in annuities to find just the right one for you.

Insurance

No one can predict life’s mishaps; we can only be prepared. Be prepared with insurance coverage from BancTrust Financial Services, Inc. We offer a wide variety of insurance products through top rated insurance companies. Insurance products and services include individual term and permanent life insurance, long and short term disability insurance, and long term care insurance.

For More Information

BancTrust Financial Services, Inc., along with Sterne Agee Financial Services Inc., has the experience to guide you to financial success. We have the resources to deliver a premium level of service to all of our clients. Our professional financial advisors draw on this foundation of strength, and with their skills and expertise, develop a customized program of investing just for you.

For more information about how we can assist you with your investment objectives, please call us at 1-888-446-5298 and ask to speak with a representative in your area today.

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Our Staff

For additional information or assistance, please contact any of our professionals at a location near you.

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Securities are offered through Sterne Agee Financial Services, Inc. Member FINRA and SIPC.
Not FDIC Insured • Not a Deposit • May Lose Value • No Bank Guarantee
BancTrust Financial Services, Inc., is a wholly owned subsidiary of BankTrust.