Toggle Menu MENU Trust Services Investment Management & Escrow Services Print page Bank of Tampa Internal Page - investment-management-escrow-services Investment Management, Custody & Escrow Services For more information, please contact the Trust Services team directly at 813-998-2720. Investment Management Our Trust Department has been built on developing personal relationships to understand our clients’ financial goals and objectives. We work closely with you, as a member of your advisory team, to achieve comprehensive wealth management. Our Services Dedicated local Trust Officer assigned to each account Customized portfolios tailored to the unique needs of each client Design and implementation of investment strategies Asset allocation based on risk assessment Online access to account information Quarterly reviews performed and meetings as requested Custody Services We will handle collections and disbursements, issue transaction statements, keep asset ledgers and provide safekeeping for your securities. We automatically invest cash balances daily in money market funds to maximize earning on your investments. We also provide timely monthly statements and online access to your account for informational purposes. Escrow Services We provide escrow agent services for various commercial transactions to provide a specific corporate solution when needing options to minimize risk. Disclosures We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan. Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Bank Deposit Not Insured by Any Federal Government Agency Explore All Trust Services: Trust, Estate & Guardianship Services Investment Management & Escrow Services Agency Services Estate Planning Basics & FAQs Meet Your Trust Team Locations Navigation Hillsborough County Armenia Office (813) 872-1201 Bayshore Office (813) 872-1216 Brandon Office (813) 998-2660 Carrollwood Office (813) 872-1399 Downtown Tampa Office (813) 872-1224 Hillsborough County Market Plant City Office (813) 707-6506 Sunset Park Office (813) 872-1230 Westshore Office (813) 998-2600 Manatee County Manatee & Lakewood Ranch Market Pasco County Pasco Loan Production Office (727) 502-8460 Pinellas County Central Pinellas Office (727) 502-8420 Clearwater Office (727) 502-8440 Downtown St. Petersburg Office (727) 502-8400 Sarasota County Downtown Sarasota Office (941) 248-1800 Additional Services BT Wealth Advisors (813) 998-2791 Trust Services (813) 998-2720 Commercial Real Estate (813) 872-1343 Middle Market Banking (813) 998-1906 Small Business Administration (813) 872-1221 Residential Mortgage Download our Mobile App Mobile banking provides you with access to your accounts—both personal and commercial—while you're on the move. Available for iPhones, Android phones, and iPads, it's compatible with virtually all wireless carriers. Download the mobile app today. Connect With Us Social Media Disclosures | Privacy Notice | Site Map NMLS # 795367 Trust and Investment Services are not FDIC insured, not deposits or other obligations of the Bank, and may lose value. NOTICE TO CLIENTS: In observance of the Thanksgiving holiday, The Bank of Tampa and BT Wealth Advisors' offices will be closed on Thursday, Nov. 25. Have a wonderful Thanksgiving! DISMISS