City State Bank
Trust & Investment Services

City State Bank Trust & Investment Services offer a full range of Trust and Investment products. Our Trust and Investment Services widen the ability and scope of the investment and planning services available to our valued customers.

Trustee services include real and personal property management under trust, estate administration as executor and estate planning services. Some benefits of using City State Bank as your trustee include; easing potential family conflicts, longevity, local decision making, peace of mind for family members, we are regulated by state and local entities to ensure prudent investment of trust assets and professional and objective advice.

Managed account services include professional fee based asset management through traditional banking products as well as stocks, bonds and mutual funds. We offer an independent, disciplined and individualized investment strategy for individuals and businesses. Our fee based platform allows more active management by utilizing true no load mutual funds and institutional trading costs for individual equities and fixed income offerings. Our managed account services are available for any type of account; individual, joint, and all types of IRA’s.

Retirement, estate and financial planning services allow you and your family to build a detailed customized plan to help you meet any financial goal or need. Chad Stevens, CFP and David Albrecht, JD, CPA will help you define your goals, assess your current situation, develop a realistic strategy, implement the plan and monitor it in the future.

Employee Benefit and 401(k) services allow you to take advantage of same quality investment advisory services that we offer on an individual basis to your company. Our 401(k) product offers non-proprietary investments, flexible investment options, and plan development experts that allows us to create and implement the ideal retirement product for you and your participants.

The founding principals of our department utilize the same philosophical approach that has provided success to City State Bank for decades; service, professionalism, cost effectiveness, responsiveness and sound financial advice. Call Chad or David now to see how we may help you and your family.

City State Bank
Brokerage Services

City State Investments and Insurance represents our continued commitment to providing a full range of financial services to you, our valued customer. Through our affiliation with IBA Securities, a division of Broker Dealer Financial Services, we have access to stocks, bonds, mutual funds, and life and long-term care insurance and annuities right in the convenient location of your community bank. IBA Securities is endorsed by the Iowa Bankers Association, and has been providing quality investment and insurance services to Iowa banks for two decades. When you want to save for retirement or college, protect your family's security, need current income, or tax-free growth or income, we can guide you through the maze of investment and insurance opportunities and recommend the appropriate products to help meet your financial goals and objectives.