PERSONAL INVESTMENT SERVICES Investing for today, tomorrow and the years ahead. Providing you with customized money management and investment services designed to address your individual long-term goals and needs. Comprehensive services include: Brokerage Services Experience a complete net worth analysis including extensive estate, investment, family enterprise and cash flow evaluations. Investment Management Providing individual investment money management that complements your long-term goals through a variety of advisor services. We offer customized investment advisory services and help you develop and implement a plan which addresses your short- and long-term risk tolerance, concerns and objectives. Executive Financial Planning Services Creation of comprehensive and customized individual or family financial plans. Fixed Income Securities Whether your primary objective is safety of principal or maximizing your income yield, we can help you invest your capital in a diversified portfolio of fixed income securities and successfully navigate potential interest rate and fixed income market changes. Stock and Bond Research Access to experienced and highly skilled stock and bond personnel to research and analyze market conditions and investment opportunities. What sets us apart Our experienced investment managers are always available to discuss your plans and develop a customized solution based on the unique aspects of your situation. Our truly personal approach to service is what sets us apart. We are committed to your success, and are here to act as your trusted advisor on all aspects of your investments and financial goals. RESOURCES Wealth Management Retirement Plans MESSAGE US HELPFUL RESOURCES COMPANY INFORMATION PRODUCTS & SERVICES CONNECT WITH US Routing#: 114903284 Social Media Community Guidelines Investment, retirement and estate planning and personalized asset management is offered by American Bank, N.A. through one of our Trust Officers, OR through our affiliate American Investment Services, a division of Herndon Plant Oakley Ltd., member FINRA/SIPC. Investment Products: Not FDIC insured, not bank guaranteed, may lose value. American Investment Services: Not FDIC insured, not bank guaranteed, may lose value. FR2011-0114-0334/E © 2021 American Bank, N.A. Member Independent Bankers Association of Texas