Investing

Helping you plan for the future

To benefit from these investment services, you'll need to take advantage of the Family Office, a sophisticated, comprehensive financial service. Octave Trust Bank has partnered with the Hantz Group to offer you this all-inclusive approach to financial planning. Your financial consultant will work with a full team of financial specialists whose goal is to address the increasing complexities of managing financial needs in a constantly changing world. This approach is designed to help you reach your financial goals while saving you time, and reducing stress.

Your financial consultant will work with your Family Office asset management specialist to create and fine-tune your investment strategy. We provide regular monitoring, consulting and education to address various market cycles and recommend proper asset allocation within your portfolio, based on your risk tolerance and time horizon. We'll help you achieve an appropriate risk-adjusted return that meets your investing goals.