Growing & Protecting Your Wealth
At Croghan Colonial Bank, we understand that each client’s financial journey is unique. Deeply rooted in fiduciary values, we take a personalized approach to investment management, focused on helping you achieve long-term financial success. Whether you’re planning for retirement, saving for education, or growing your wealth, our team is dedicated to building a strategy that aligns with your goals, values, and aspirations.
Investment Products Tailored to Your Needs
We offer a range of investment products designed to minimize costs, reduce risks, and meet your specific financial needs. Regardless of your starting point, our experts collaborate with you to develop a personalized strategy that helps you grow your wealth while prioritizing your financial security. Some of the ways we help clients manage their money include:
Individual Agency Accounts
Our most common relationship. Croghan clients hire us to manage wealth for optimal income, long-term asset growth, and tax efficiency. Our investment process involves ongoing monitoring, regular client and audit reviews, and proactive portfolio advice tailored to each client’s unique goals and risk tolerance.
Individual Retirement Accounts
Croghan serves hundreds of clients through retirement account management, often managing their most extensive asset base. We understand the importance of a client’s retirement security, so we manage retirement assets with the consideration of a fiduciary and the care we would give our family. We customize each portfolio to ensure that both Pre-Tax and Roth retirement accounts are optimally balanced and utilized effectively.
Business or Institutional Agency
We serve numerous businesses and non-profit organizations to manage funds for both long-term optimization and, at times, shorter-term business asset management. We are experienced in fiduciary asset management practices and business accounting, enabling us to provide tailored advice to meet the management needs of groups and business owners.
Guardianships & Custodial Accounts
Croghan serves the needs of the most vulnerable clients in our communities through managed relationships supervised by a court or legal arrangements. We are pleased to be a resource to secure the futures of those we are called to help.
Investment Management with a Fiduciary Focus
Our investment management philosophy is built on trust, transparency, and independence. As a fee-based practice, we do not accept commissions, ensuring that your best interests are always our priority. We leverage proprietary investment processes, screening tools, and portfolio models to deliver a holistic, impartial approach.
Individual Agency Accounts
Designed to optimize income, long-term growth, and tax efficiency, these accounts are personalized to your risk tolerance and objectives.
Business or Institutional Agency Accounts
Serving businesses and non-profits, we offer both long-term investment strategies and short-term asset management services.
Individual Retirement Accounts (IRAs)
Retirement planning is a cornerstone of our services. We offer both Pre-Tax and Roth IRA management, ensuring tax efficiency and growth.
Guardianships and Custodial Accounts
We help protect vulnerable clients through court-supervised accounts, securing their future with the same care we provide our families.
Retirement Income Strategies
Create a Sustainable Income
A successful retirement requires a plan that can weather inflation, market volatility, and unexpected expenses. We’ll help you structure a retirement income plan that preserves your lifestyle, ensuring financial security in your retirement years.
Comprehensive Financial Planning
Guiding You Through Life’s Financial Milestones
No matter where you are in life—starting your career, nearing retirement, or anywhere in between—financial planning helps you navigate decisions with confidence. Our comprehensive financial planning services are designed to simplify complex financial decisions, so you can achieve your goals with clarity and purpose.
Guiding You Through Life’s Financial Milestones
Why Choose Croghan for Your Investments?
Croghan’s team of experienced professionals is dedicated to offering personalized, transparent investment solutions. As fiduciaries, we are committed to acting in your best interest. Our independent status allows us to provide unbiased recommendations, ensuring you receive strategies that truly meet your needs.
Competitive, Transparent Investment Solutions
We deliver investment solutions designed to meet your financial goals with full transparency and competitive rates. Our team prioritizes clear communication, ongoing support, and timely updates to keep you on track.
Personal, Relationship-Based Service
We take the time to understand your unique financial situation and work with you every step of the way. Our personalized approach means you receive the guidance and proactive advice needed to reach your financial goals.
Contact Us Today to Start Building Your Future
Partner with Croghan to create a financial plan that works for you. Our team is ready to help you navigate the complexities of personal investments and wealth management. Let’s build a strategy that ensures your long-term success.
Important Legal Disclosures
*Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.