Investment Accounts & Services

Investment Management Accounts

Burke & Herbert Bank Investment Management Account

Managing day-to-day finances is difficult enough without being concerned how an ever-changing market place will affect your assets. With a Burke & Herbert Bank Investment Management Account, we take away uncertainty that comes with managing your assets by yourself. Our investment specialists partner with you to establish realistic investment goals – based on your risk tolerance and objectives – and provide a sound investment strategy to see them through.

We simplify the asset management process by consolidating your investments into a single Investment Management Account, aggregating all of your assets under one roof. Making the process even easier, we handle the transfer of assets from other providers for you.

When all of your assets are in place, our investment specialists manage your portfolio to meet your investment goals. With 163 years of business acumen and keen investment experience, there’s a reason Burke & Herbert Bank is the safest place to keep your money.

To learn more, visit your local Burke & Herbert Bank branch or call us at 703-684-1655 and ask to speak with an Investment Specialist.

Trust products and services are not deposits, are not insured by the FDIC or any other government agency, are not guaranteed by the Bank and may lose value.


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