Our Investments

The Bales Trust Bank Story


Bales Trust Bank, N.A. and its representatives do not provide legal or tax advice. Consult your personal legal/tax advisor before making these decisions.

Investment involves allocating resources with the expectation of generating a return. It's important to consider risks and diversify your portfolio. Choose investments based on your goals and time horizon, and maintain patience and discipline. Done correctly, investing can help you grow your wealth over time and achieve financial security. Bales Trust Bank.

Investing can include various types of assets such as stocks, bonds, real estate, commodities, and mutual funds, each with their own unique set of risks and rewards. Diversification helps reduce overall risk by spreading investments across different types of assets, industries, and regions. To choose the right investments, consider your investment goals and time horizon. Maintaining patience and discipline is essential in investing to avoid being swayed by short-term trends. By investing wisely, you can achieve your financial goals and build a more secure financial future.


Our Investments

See Why Our Customers Invest with Us

Investment Management

Our Portfolio Managers strive to deliver returns that consistently exceed your expectations.

Brokerage, Insurance & Advisory Services

Our Financial Advisors provide full-service financial solutions, including 401(k) rollovers, IRAs, stocks, bonds, mutual funds, annuities, and life and long-term care insurance.

Insurance Services

Our insurance professionals select "best of class" alternatives including life, disability and long term care.