Investment Management

Investment Management Services

  • Managed Investment Accounts
  • Hometown National Bank provides money management and advisory services designed to meet financial goals with your unique circumstances in mind.

    Managed investment accounts combine planning, security search and selection, portfolio management and trade execution services. This valuable advice is bundled together, providing a comprehensive investment management program to our clients. We utilize stocks, bonds, mutual funds and rela estate including farmland.

  • Corporate Fiduciary Accounts
  • We can also serve clients as an investment manager for pension funds. For more information or to arrange an appointment to discuss your situation, please call Dave Conterio at 815-220-2241 or 815-207-4664

Custodial and Recordkeeping

Hometown National Bank's Investment Management and Trust Department offers the following custodial services for individuals and trustees:

  • Safekeeping of all assets
  • Collection of interest and dividends
  • Distribution pursuant to your direction
  • Periodic statements reflecting all cash transactions
  • Prompt attention to bond calls, maturities, stock splits, stock rights, proxies, exchange offers, mergers and other status changes in securities
  • Payment of bills and taxes as requested

As custodian, we protect your securities against fire, theft, or other hazards, collect matured or called bonds, sell or exercise stock rights on your behalf. We also take care of routine investment chores, providing added peace of mind and security.

What's more, we also collect and remit income monthly or, if you prefer, quarterly and provide you with complete statements of all transactions on a quarterly basis.