Log In Locations/ATMs Español Search Personal Business Trust & Investment About About Us Why Choose Exchange Bank? Selecting a trustee or investment manager is an important decision. Exchange Bank received its trust powers from the State of California in 1963, and we’ve been providing valuable trust services to our community ever since. Experience Exchange Bank employs a highly-trained staff with years of experience—people who are sensitive to the needs and expectations of their clients and advisors. Professional Investment Management Your investments will be managed by Exchange Bank’s investment specialists. We will shape an investment strategy and make decisions based upon your goals and risk tolerance, or based upon the terms of your trust. Our philosophy embraces low costs, utilizing institutional investment vehicles which help to increase returns for our clients. Impartiality Sometimes family interests conflict. When Exchange Bank is acting as trustee, we have a duty of impartiality. We are a neutral third party and will never favor one beneficiary over another. It is our responsibility to follow the terms of your trust and help resolve conflicts without taking sides. Availability Exchange Bank is always close at hand, with a team of professionals to meet your needs. Accounts are staffed with a trust officer and an investment officer, and supported by an administrative assistant. All administration is done locally. Rest assured that there will always be someone available that knows your account and is able to assist you. Accountability As a state-chartered financial institution, you can take comfort in knowing that our actions are subject to periodic reviews by independent auditors and examiners. Our Services Trust Administration Investment Management Retirement Accounts Estate Settlement Contact Us Meet Our Team Our team is comprised of a group of certified individuals in the areas of trust administration, estate settlement, retirement plan management and investment management. With combined financial experience of over 250 years, our team has the capacity and expertise to provide personal services tailored to your financial needs. We have offices located in Santa Rosa, Roseville and Silicon Valley. Meet Our Team Deposit and loan products are offered by Exchange Bank, Member FDIC and Equal Housing Lender. Trust and investment management services are offered by Exchange Bank Trust and Investment Management. Exchange Bank investment products are: Not a deposit Not FDIC insured Not guaranteed by the Bank Not insured by any federal government agency May go down in value Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy. Learn more About us Careers News Room Privacy & Security Financial Calculators Locations Coronavirus Info Contact Click here to see our Investor Relations Give Feedback Wildfire Info Privacy Security © 2007-2021 Exchange Bank. All Rights Reserved. Phone (707) 524-3000 or (916) 771-5262 This site contains links to other web sites, in order to assist users in locating and accessing information that may be of interest. Exchange Bank does not warrant linked sites for any purpose. Further, the inclusion of a link to another site does not constitute an endorsement by Exchange Bank of the site, its owner(s) or any products or services advertised on the linked site. Routing #: 121101985 Facebook Twitter Linked In Cookie Policy. eb logo on Performance cookies eb logo on 3rd party cookies