Brokerage Services
Hilltop Investments* offers brokerage services to clients of The Mechanics Bank. Working with Hilltop's knowledgeable and experienced Registered Investment Representatives, clients can tailor a portfolio customized to reflect their particular situation from a wide range of high-quality investment alternatives.
A focus on relationships built on trust and mutual respect
Our goal is to forge a long-lasting relationship through the high level of responsive, personal service that we provide. By getting to know you and your needs in greater depth, we can work together more productively and devise more effective strategies to help weather the challenges your portfolio will likely face over time.
Custom-designed strategies to keep your portfolio on target
Beginning with our initial meeting, our approach is to listen closely, together identifying the various aspects of your situation — your short- and long-term financial goals, time horizon, risk tolerance, available capital and liquidity needs — that will determine our recommendations . Our extensive industry backgrounds provide us with a solid framework to guide your investing, and we can also tap an array of analytical tools that enable us to fine-tune your portfolio.
Full-service brokerage capabilities for individuals and businesses
We employ our total resources for your benefit to craft a diversified portfolio and help ensure that it continues to reflect your changing needs. At your request, we will structure a plan for your retirement or your post-retirement income stream, assist with an employer-sponsored retirement plan, or whatever else you or your business require.
Among the services we offer are:
A personal invitation to explore our capabilities
Hilltop Investment Specialists are available by appointment at all locations of The Mechanics Bank. To arrange an appointment, please contact us at 800-811-0185.
| *Hilltop Investments offers securities and insurance products through PrimeVest Financial Services, Inc. , an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Not FDIC Insured • May Go Down in Value • Not Financial Institution guaranteed • Not a deposit of the bank • Not insured or guaranteed by any Federal government agency |
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
View PrimeVest privacy policy and other important information
Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute and offer to sell, or a solicitation to purchase brokerage services to persons outside of the United States.
|