Bank of Idaho is proud to offer a specialized trust and investment division. These services focus on establishing a concrete plan to reach your financial goals. We believe that personal investors should maximize their savings with high quality, low cost, tax efficient opportunities. Our job is to create, implement and guide the best investment strategy for you.
A Balanced Approach
Approximately 94% of a portfolio's return is determined by asset allocation. By using proven asset allocation models, we design a portfolio mix that is consistent with your financial goals and objectives. We also make sure you have built in flexibility so your investment portfolio can adapt to changing circumstances.
Investors who diversify are best positioned to experience higher performance over time. Balancing profitable, riskier investments with a variety of fixed income options helps reduce the volatility of your holdings. We help you determine precisely the right blend to match your investment goals, investment horizon and tolerance for risk.
We're Here For You
Depending on how involved you want to be, we can provide ongoing advice or make routine decisions for you, making sure your investments stay on track. We charge an annual fee for our services based on total portfolio value rather than a commission to buy and sell assets. That means our advisors and clients share the same goal: increasing portfolio value. Call today and speak to one of our trust experts at (208) 524-5545 or (888) 262-1367 for more information.
Certain products are not insured by the FDIC; are not deposits or other obligations of the institution and are not guaranteed by the institution; and are subject to investment risks, including possible loss of the principal invested.