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Wealth Management

Trust & Investment Services for a More Secure Future

“Wealth” may be something you are pursuing, or perhaps you have already arrived at a state of financial security. Regardless of where you fall on the wealth spectrum, CBI Bank & Trust, our Trust & Investment Department and CBI Investment Services can help you maximize your financial potential.

Trust Services


Our Trust Department ensures that your legacy and your loved ones are protected now and after you are gone. Offering trust administration, investment management, retirement plans and related services, farm management, estate administration, elder care planning, and other trust-related services, our trust officers help plan your affairs according to your wishes, and ensure that they are executed to the letter.

Investment Services


CBI Bank & Trust offers customer quality investment services and resources through CBI Investment Services. You won’t find CBI Investment Services financial advisors chasing trendy investment options, but instead offering solid advice to help you build an investment plan according to your goals.

Regulatory Disclosures

Investments are Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot a Deposit, Not Insured by any Federal Government Agency, and Subject to Investment Risk Including the Possible Loss of Principal.

Additional Disclosure Statement for CBI Investment Services: Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. CBI Bank & Trust and CBI Investment Services are not registered broker/dealers or affiliates of LPL Financial.