The Expertise You Need To Ensure Your Financial Future

Our team of experienced investment professionals can help you negotiate today’s complex investment options and help you to create and/or manage an investment portfolio tailored to meet your unique financial goals.

Personalized Approach
Grand Bank & Trust of Florida provides personalized portfolio management in accordance with each customer’s goals for asset preservation and income growth.

Flexible Services
Turn to us for assistance in developing an investment portfolio, to manage your existing investment
portfolio, or simply for independent financial consultation and advice.

Maximum Choice
We offer maximum investment choices through our managed mutual fund investment approach, individual asset management and our strategic alliances with leading investment firms.

To learn more about our Investment Management Services, call 561.207.6743.
Account Minimum of $150,000 required.

Investment products are not FDIC-insured, may lose value and are not bank guaranteed.