Skip to main content
  • IBC Bank Personal Investments

Investments

IBC Investment Services is your local and trustworthy source for a variety of investment products. We believe that the key to successful investing is a function of time, having a portfolio diversified across different asset classes, and recognizing the interrelationships between investment goals, insurance needs and appropriate tax strategies.
 
Review our investment professionals' background on FINRA's BrokerCheck
anchorscrollhere

Investments Options

Stocks

Stocks can help contribute long-term growth towards your financial goal.
  • Common Stock
  • Preferred Stock
IBC Bank Stocks

Bonds

Bonds can help you manage market fluctuations and generate income as part of a diversified portfolio.
  • Corporate Bonds
  • Mortgage Backed Securities
  • Municipal Bonds
  • US Government Securities
  • Agency Bonds
  • International Bonds
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
IBC Bank Bonds

Annuities

An annuity is an additional way to diversify your investments while any growth on the investment and its earnings are tax deferred until withdrawals begin. They also offer the opportunity for lifetime payments and provide a guaranteed death benefit for your beneficiaries.
  • Fixed
  • Equity Indexed
  • Variable
  • Immediate Annuities
IBC Bank Annuities

Mutual Funds

Mutual Funds allow investors to achieve a high level of diversification through ownership of a large number of securities and provide portfolio management by experienced professionals.
  • Growth and Income Funds
  • Sector Funds
  • Index Funds
  • Junk Bonds
Investing in mutual funds involves risk, including possible loss of principal.
IBC Bank Mutual Funds

Fee Based Asset Management

LPL Financial advisory platforms provide our financial consultants with tools, resources and support that they need to help you. 
  • Manager Select Accounts
  • Model Wealth Portfolios
  • Personal Wealth Portfolios
  • Strategic Asset Management (SAM) Accounts
IBC Bank Fee Based Asset Management

Exchange Traded Funds (ETFs)

ETFs represent a basket of securities that are traded on an exchange. They are similar to index mutual funds but trade like a stock.
  • Lower expenses than traditional funds
  • More tax-efficient than mutual funds
  • Can be bought/sold throughout trading day
IBC Bank Exchange Traded Funds (ETFs)

Retirement Solutions

As you begin to plan for retirement, there are numerous factors to consider, such as how much you will need to save, the type of retirement plan that is best suited for you, and the appropriate investment vehicles that will help you achieve a comfortable retirement process.
  • Individual Retirement Accounts (IRAs)
  • Changing jobs (rollovers)
  • Estate tax planning
IBC Bank Retirement Solutions
 
Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. IBC Bank and IBC Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by Any Government Agency Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington. Please note that not all of the investments and services mentioned are available in every state.