Venix Assets Management

WEALTH MANAGEMENT

Families have many personal and financial goals, from saving for a child’s education, to planning for retirement, to caring for an aging family member. ISE’s wealth management services has many tools to draw from to help families achieve their goals.

Bridging financial planning and asset management, our wealth management services provide a comprehensive approach to helping individuals and families reach their financial goals.

Our process involves understanding our customers and their goals, evaluating where they are in relation to where they want to be, and implementing a plan to achieve those goals. We recognize that as our customers change through different phases of life, plans need to change with them. Our financial advisor is there each step of the way to provide personalized advice to each unique situation.

Example services: comprehensive financial planning, portfolio construction and management, investment advisory services, life, disability income, and long-term care insurance planning, retirement planning, rollover IRAs, educational planning, estate planning, charitable gift planning, and more.

GROUP RETIREMENT PLANS

Like the saying goes, a business is only as good as its employees. A key component of business success is attracting and retaining quality workers. Corporate retirement plans are one of the best ways to attract employees and to show them that they are valued and that their work is appreciated.

From small businesses and family farms to large corporations and local government units, our team provides employer-sponsored retirement plans with a personal touch. Our process involves meeting with the employer to determine the best retirement plan fit and with the employee, giving them one-on-one financial planning services. We believe this service model enhances the employer and the employee experience by helping attract and retain employees, while helping them meet their financial goals.

Example plans: Simplified Employee Pension (SEP) IRA, Simple IRA, 401(k), 403b, and 457 plans.

INSTITUTIONAL ASSET MANAGEMENT

The purpose and mission of trusts, endowments, foundations, and corporations are unique to themselves – and their plan should be too. Our process involves working with investment committee members and institutional personnel to develop an investment policy, portfolio, and process that is tailored to the needs and goals of the institution.

INSURANCE

Whether you are young and just starting out or have a large multigenerational family, you have worked hard to achieve your goals. Utilizing insurance to manage risks associated with life’s unexpected events can help you to retain all that you have worked so hard for. We believe that risk management is an important part of all comprehensive financial plans. For individuals and families, we offer insurance products such as life, disability income, annuities, and long-term care insurance. For group benefits plans, we offer group life, group disability, and group health insurance.

“Their expertise and their data-driven approach allowed us to optimize our campaigns for maximum impact.”

MARIA STEVENS

Venix Standard Bank takes pride in personal service for each of our customers.

Get Started