Business Investment and Trust Services
Investment Services
BankEast offers investment services through an affiliation with Anderson & Strudwick, a full service investment firm with offices in Knoxville. Anderson & Strudwick focuses on Bringing Wall Street to Main Street™ with a high-speed electronic trading and execution system, and experienced local investment counselors.
Following are a few of the services that Anderson & Strudwick provides for business clients:
- Corporate Planning
- Succession Planning
- Investment Banking
- Merger, Acquisition & Divestitures
- Capital Raises
- Valuation/Fairness Opinions
- Wealth Management
Please click here to go to the Anderson & Strudwick website and learn more about how they can help your company.
Trustee Services and Employee Benefit Plans
BankEast offers trust services and estate planning services though our partnership with The Trust Company of Knoxville. The Trust Company is ;a locally owned company offering a full line of trust and managed investment services.
The Trust Company assists business clients with a full line of employee benefit services including:
- Daily Valuation, Qualified 403(b), 401(k), Profit Sharing and Pension Plans
- Non-Qualified Deferred Compensation Plans
- Investment Management
- Discretionary Trustee Services
- Full plan administration and design
- IRS Approved Master Plans
- Required Government and Employee Reporting
Click here to go to The Trust Company of Knoxville's website and learn more about how they can assist you.
Investment products offered by Anderson & Strudwick and The Trust Company of Knoxville are: Not deposits • Not FDIC-insured • Not guaranteed by BankEast • Not insured by any federal government agency • May go down in value