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Investment Services

Investment management is more than simply having investments. It’s about having the right investment strategy that’s constructed to satisfy your goals, your investment requirements, your risk profile, and your time horizons.

We offer access to a wide range of investment options, including:

  • Mutual funds
  • Stocks and bonds
  • Money market funds
  • Tax-advantaged investments
  • Self-directed IRAs (traditional and Roth IRAs)
  • 401(k) and retirement plan rollovers
  • SIMPLE, Simplified Employee Pension (SEP) and other self-employed retirement plans
  • 529 College Savings Plans and Coverdell Education Savings Accounts
  • Tax-deferred fixed and variable annuities
  • Life insurance

Schedule a Free Consultation

Call David Jarvill, CFP®/Infinex Investment Advisor Representative at (641) 257-1212 to strengthen your numbers or contact us for more information.

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*Investments and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First Security Investment Services is a trade name of First Security Bank & Trust. Infinex and First Security Bank & Trust are not affiliated.

Not Guaranteed by the Bank Not FDIC Insured Not a Deposit
Not Insured by Any Federal Government Agency May Lose Value Including Loss of Principal

Wealth Management Options

Helpful Information


Important information:
SECURE Act introduces
changes for retirees in 2020