Log In Locations/ATMs Español Search Personal Business Trust & Investment About RetirementInvestment Trust & Investment Management Log In Retirement Plan Log In Trust & Investment Management Services you can trust. Exchange Bank is one of the largest community bank trust departments in California with over $1 billion in assets under administration. Our team of experienced individuals provides services in the areas of trust administration, estate settlement, retirement plan management and investment management. About Us Contact Us Trust Administration Exchange Bank offers full-service Trust and Investment services. Since 1963, we’ve been helping clients construct well-diversified portfolios of high quality investments in order to provide competitive returns with below average risk. Learn More Investment Management Our objective is to manage your investments to meet your goals. We work with you to determine your risk tolerance, time horizon and financial goals in order to build a portfolio that works for you. Learn More Retirement Accounts and Plans Exchange Bank can help make your retirement goals and dreams a reality. Learn More Estate Settlement Exchange Bank provides comprehensive, personalized administration of a decedent’s estate. Learn More 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