FDIC-Insured - Backed by the full faith and credit of the U.S. GovernmentInvestments
Invest for Your Future
Sturgis Bank Investments is a key part of the Wealth Management division, partnering with Private Banking and Trust for a full suite of services.
Our mission is to make a meaningful impact on the lives of our clients by managing investments with care, clarity, and a long-term view.
We help individuals and families protect and grow their wealth through thoughtful, customized portfolio strategies grounded in fiduciary responsibility.
We help individuals and families protect and grow their wealth through thoughtful, customized portfolio strategies grounded in fiduciary responsibility.
Every client relationship is an opportunity to serve — not just with investment performance, but with trust, transparency, and consistent communication. Our investment professionals work closely with our trust team to ensure each portfolio reflects your unique goals, values, and distribution needs. We’re here for you during those key milestones — for example, when you’re preparing for retirement, selling a business, or managing family wealth.
By offering these services locally, we keep wealth management and financial planning personal - something many larger institutions cannot provide. Together, we’re building more than portfolios - we’re building confidence, stability, and a lasting legacy for generations to come.
Investment Services Benefits
• Personalized financial, estate, and retirement planning
• A vast array of investment options customized to your individual goals, risk tolerance, and time horizon
• Focused on providing service to our clients, not selling products
• Continual monitoring of the market to ensure your investments are working best for you
• Competitive, simple fee structure
• Partnership with Private Banking and Trust to best meet your wealth management needs
Sturgis Bank partners with Dimensional, who bring financial science to life to help people invest better and live better, to provide investment options for our clients. Founded in 1981, Dimensional has a long history of applying academic research to practical investing and offers a full range of equity and fixed income strategies designed to target higher expected returns. Learn more here.
Meet Our Investments Officer
Zach Reed
Investment Trust Officer
Region Served –
All Markets