Wealth Management Advisor

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Investment Management

Investment Management

What’s the optimum investment strategy that best meets your needs? Through CB&T Wealth Management,* you can take full advantage of professional investment management services and experienced advisors who can help you secure a brighter financial future.

Before any investment is made or portfolio is constructed, your dedicated CB&T Wealth Management advisor will work closely with you to determine the strategies that best suit the goals most important to you, even when those goals extend well beyond financial issues.

Once your objective, tolerance for risk, investment time frame, and other essential information is assessed, we can recommend a balance of investments most appropriate to your needs.

IMPORTANT NOTE: Wealth management services are offered through Contango Capital Advisors, Inc. (Contango), which operates as California Bank & Trust in California. Contango is a registered investment adviser, a non-bank affiliate of California Bank & Trust and a non-bank subsidiary of Zions Bancorporation. Some representatives of California Bank & Trust are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Some investment services are offered through Zions Trust, National Association (Zions Trust), also a subsidiary of Zions Bank and an affiliate of Contango.

Investment products and services offered by or through Contango and Zions Trust are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bank, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.