Investment Services of Bank

By Mohi Uddin - Monday, March 19, 2018 No Comments

Personalize Your Investment Strategy


Apollo Trust provides access to full-service Investment Services through Infinex Investments, Inc. – a broker-dealer that focuses on your unique needs. Through Infinex, individuals, corporations, small businesses, foundations, and nonprofit organizations can take advantage of many investment options. Our Infinex advisors can provide guidance you need to help you earn the most on your investments – now and in the future.




Design Your Portfolio Based on Objectives and Risk Tolerance


Your personal portfolio is determined by your investment objectives and risk tolerance, and strategies can range from conservative to aggressive. With expert guidance, you’re able to choose from an array of investment choices, including mutual funds and individual securities, such as equities and fixed income investments.

Brokerage


Full-Service Brokerage


Apollo Trust provides access to full-service Brokerage Services through Infinex Investments, Inc. – a broker-dealer that focuses on your unique needs. Our Financial Advisor, John Kinney, will take a straightforward, comprehensive approach to your brokerage requests. The process begins with listening and understanding your thoughts, goals, tax considerations*, and risk tolerance. John can also assist with choosing from a range of financial options personalized to meet your needs.


Strategies Tailored Just For You


Once we’ve determined how your investment plan will integrate into your existing portfolio and impact your long-term financial plans, John can help implement your investment strategy. He can also suggest an investment vehicle or mix of products to help maximize your overall plan.


Serving All of Your Investment Needs:


Mutual Funds – more than 4,000 different funds available
Stocks – select from stocks listed on the New York Stock Exchange, Nasdaq, or traded Over-the-Counter
Bonds – choose from tax-exempt municipal, U.S. Treasury, Agency or corporate
Life Insurance – Traditional, Variable, or Universal plans
Tax-Deferred Annuities – choose from fixed or variable
Trusts & Estate Planning – full service plans, long-term service


Retirement Planning


Planning for the Future

Serving the Kiski Valley, we know you and your unique, often changing needs. We can also help you plan for a comfortable retirement. Visit John Kinney, our Financial Advisor, located at Apollo Trust. John can discuss your needs and goals and help you prepare a strategy.

Using a mix of products through Infinex Investments, Inc., John can help you save for retirement and maximize your savings today. He can also explain how your retirement plan will integrate into your existing portfolio and its impact on other long-term financial plans.


Diversify with an IRA


Individual Retirement Accounts (IRAs) are a specific savings plan that allow you to enjoy tax- deferred earnings on contributions today, and in some cases, a tax-deduction. (Please consult your tax advisor.) IRAs are also an excellent savings tool to help you build funds for retirement.

Traditional IRAs
Self-Directed IRAs
Roth IRAs
IRA Rollovers
SEP-IRAs
Life Insurance & Annuities

As part of your plan, it’s important to consider appropriate life insurance coverage to protect your loved ones. Long-term annuities are also available to help build your wealth and plan for the future.

Life Insurance – Traditional, Variable, or Universal plans
Tax-Deferred Annuities – choose from fixed or variable


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