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Whatever your investment objective, PrimeVest Financial Services located at San Benito Bank, has the answer. Whether you're building a nest-egg for retirement or a child's college education, investing for current income, or seeking tax advantages, PrimeVest Investment Executives can assist you in developing a strategy designed to help you realize your goals. Smart investing can help you protect and enhance your assets to give you what you want from your investments.

The Opportunities You Need

To help you achieve your personal financial objectives-capital appreciation, income, or safety of principal-PrimeVest offers the investment opportunities you need:
  • Mutual Funds-Growth, Income, and Tax-Advantaged
  • Self-directed Individual Retirement Accounts (IRAs)
  • Annuities-Fixed and Variable

While each of these investments is structured differently, they all have the potential to produce solid returns over time.

The Added Benefits You Want

You have access to the expertise of experienced investment professionals who have proven records of investment success. Depending on the types of investments in your portfolio, you may also receive these benefits:

  • Reduced Risk Through Diversification - By using a strategy known as Asset Allocation, you invest in a mix of stocks, bonds, and money market instruments. By spreading your investment dollars in more than one type of investment, they are not all affected in the same way by global and domestic events. The goal is to reduce the amount of risk you take while producing satisfactory results that outpace inflation.
  • Access to a Large Number of Investments - Your money is pooled with money from other investors, giving you access to a range of securities you might not be able to afford on your own.
  • Low Minimum Initial Investment - Initial investment amounts in both IRA and non-IRA accounts can be as low as $250. Your initial investment can be as low as $25 if you choose a systematic investment plan. You can invest in an annuity for as little as $1,500.
  • Automatic Investing - You may have the option to make automatic monthly or quarterly investments from your checking or other bank account.
  • Flexibility - As your financial needs change over time, you may need to reallocate your money to different types of investments. Your PrimeVest Investment Executive can help you choose which investments may help you better meet your goals.
  • Comprehensive Statements - When you invest with PrimeVest, you will receive detailed account statements showing all your transactions and current positions.

Be smart. Take advantage of the PrimeVest Investment Executives' proven ability to help clients realize their investment goals. Call today for more information or get started online for the opportunities available to you.

Provided by PrimeVest Financial Services, Inc. located at San Benito Bank & Trust.


Disclosures

Not a
Deposit		 May Lose
Value		 No Bank
Guarantee
Not FDIC
Insured		 Not Insured by any
Federal Government Agency

* Mutual funds, annuities and securities and insurance are provided by PrimeVest Financial Services, Inc. and are not insured by the FDIC or any government agency, are not a deposit or guaranteed by San Benito Bank & Trust; they are subject to risk and may lose value. PrimeVest Financial Services is an independent, registered broker/dealer. Member NASD/ SIPC.

PrimeVest Investment Executives are registered to conduct securities and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

 
 
Santa Barbara Bank & Trust, First National Bank of Central California, South Valley National Bank, San Benito Bank, and First Bank of San Luis Obispo are divisions of Pacific Capital Bank, N.A., member FDIC.

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