At Banterra Insurance and Investments, we are known for exceptional personal service and offering the local-style experience that you deserve. Just give us a call to discuss your investment goals and we will assist you from there.
Portfolio Type | Portfolio Details |
|---|---|
Personal Investment Profile | Examining your current finances helps us develop your Personal Investment Profile. This profile then aids in mapping out an investment strategy to address your needs. |
Portfolio Investment Profile | Our Investment Representative reviews your current holdings relative to performance, risk, yield and outlook. Then, using your personal profile, our consultant can tell you which, if any, holdings should be revised or reconsidered. Contact us and one of our Investment Representatives will provide detailed information and help you create a strategy to pursue your particular objectives. |
