Investment and Trust Services

Investment Services
BankEast offers investment services through an affiliation with Anderson & Strudwick, a full service investment firm with offices in Knoxville. Anderson & Strudwick focuses on Bringing Wall Street to Main Street™ with a high-speed electronic trading and execution system, and experienced local investment counselors.

Anderson & Strudwick's consumer product offerings include:

  • 529 Education Savings Plans
  • Equity securities
  • Mutual funds
  • Retirement accounts
  • Unit investment trust
  • Fixed income bonds
  • And more

Click here to learn more about how Anderson & Strudwick can help you with your investments.

Trust and Estate Planning Services
BankEast offers trust and estate planning services though our partnership with The Trust Company of Knoxville. The Trust Company is a locally owned company offering a full line of trust and managed investment services for both individuals and businesses.

The Trust Company assists individuals and families with a full line of financial management services including:
  • Personal Asset Management
  • Endowment & Foundation Investment Management
  • Individual Retirment Accounts and Roth I.R.A.
  • Estate Planning
  • Inter Vivos (Living Trust) Administration
  • Testamentary (Trust Under Will) Administration
  • Fiduciary Services as Trustee, Executor, and Attorney-in-Fact
  • Individual Retirement Accounts and Roth I.R.A.
  • Tax Compliance Service
  • Financial Planning
  • Charitable Trust Administration

To learn more about The Trust Company and how they can assist you, please click here.

Investment products offered by Anderson & Strudwick and The Trust Company of Knoxville are: Not deposits • Not FDIC-insured • Not guaranteed by BankEast • Not insured by any federal government agency • May go down in value