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Investment Services

Investment Services

Managing money matters

Stride Bank offers a variety of investment services tailored to meet individual investment needs, desires and risk tolerance. See why we are the investment advisor for you!

Custodial accounts

For customers who desire to make their own investment decisions without having to deal with the paperwork involved in the transactions, we offer a custodial or directed-account service. We collect dividends and interest for you, carry out your buy-and-sell instructions, record every transaction and provide itemized reports.

Investment management accounts

An investment management account removes the burden of making investment decisions. Our Wealth Management Division provides experienced and objective management of assets, attuned to your income, financial goals and risk tolerance.

Investment Advisory Accounts

We offer an investment advisory service for those who want our expertise for their investment decisions but still want to make the ultimate investment decisions themselves. All our investment services provide the benefit of safekeeping of securities and comprehensive record keeping. Additionally, regulatory oversight through auditors and examiners — as well as Stride Bank’s own capital requirements — provide peace of mind and safety.

Individual retirement accounts (IRA)

Learn about our Retirement Planning Services.

For more information about our Investment Services, please contact one of our Account Administrators.

*Investment products and annuities are not a deposit, not FDIC insured nor insured by any other government agency. They are not guaranteed by the bank and may go down in value.

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