Thumb National Bank and Trust Company

Investment Services

Thumb National offers you a wealth of financial resources. We provide access to investment management, financial consulting and retirement benefit plans tailored to meet your particular needs.

Institutional & Retirement Services

  • Profit Sharing Plans
  • Pension Plans
  • 401(k) Plans
  • Flexible Benefit Plans (Cafeteria Plans)
  • Keogh Plans for the self-employed
  • Traditional IRAs
  • Roth IRAs
  • Coverdell Education Savings Accounts
  • Simple IRAs for small businesses
  • SEPs
  • Cash Management Portfolios

It’s time you enjoyed the convenience and piece of mind that comes from having an experienced financial professional work for you. For generations, Thumb National Bank & Trust Company has been helping our customers build a better way of life. Our Trust Department is competitively priced and offers a wide variety of trust and investment products.

  • Not FDIC Insured
  • Not a Deposit  
  • May Go Down in Value  
  • Not Insured by any Federal Government Agency  
  • No Bank Guarantee


Trust & Investment Specialists

Ben Schott

Amy Wehner

Alice Zaleski, Registered Representative,Securities Licensed in MI, 1-866-862-3113

Some non-deposit investment services are offered through Sorrento Pacific Financial, LLC (SPF), Member FINRA/SIPC, an independent registered broker-dealer. Registered Representatives are employed by Thumb National Bank & Trust Co. and registered through SPF. SPF and Thumb National are not affiliated.