Leverage our experience

Achieve your financial investment goals

No matter where you are in life, our skilled wealth management team will be focused on helping you to enhance and preserve your financial future by working with you to develop a personalized plan.

Learn about our services

From first time investor to managing large funds, this is what we do.

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Find a financial advisor or trust officer

Meet our staff and look over our experience.

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Start a conversation

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What is your risk tolerance?

Do you want to be conservative, aggressive, or somewhere inbetween with your investments?

Take the quiz to see how you might consider investing based on your risk tolerance level.

Our methodology and investment philosophy

We utilize a highly disciplined, fundamentally based and risk aware approach in managing portfolios for our clients.

Several years ago, my father passed away unexpectedly. His estate contained farmland, stocks, and other real estate. Herring Bank’s trust department was very helpful and stepped in to provide the help our family needed during this critical time.

Cheryl J.
customer since 2017

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Tips to increase your financial IQ

Resources for brand new investors

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Investment and Insurance Products are:

  • NOT INSURED BY THE FDIC
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OF OTHER OBLIGATION OF, OR GUARANTEED BY, HERRING BANK, OR ANY BANK AFFILIATE
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED