Our team of experts is ready to help you make the most of your investment opportunities with services that include:
- Investment Management: For individuals, businesses, municipalities and non-profits
- 401(k) Rollover Management: We’ll help you rollover your funds to take control of your retirement and manage your assets to optimize growth.
- Retirement Planning: Learn how to balance saving for retirement with other goals to create a solid foundation for your future.
- Trustee Work: We act as an independent trustee to administer your trust and ensure that your wishes are met professionally and efficiently.
- Trust and Estate Planning: We’ll work closely with your legal and tax advisors to set a course that provides you peace of mind.
BSTC Online lets you access your investment account securely and easily.
- Get in-depth information on balances and transactions.
- View your account using a display function that lets you group, sort and filter.
- Print your document in a printer-friendly format.
- See an updated transaction history immediately after the prior month’s end date on your account.
- Access your account online using the BSTC login
Investment Management Fees
Bath Savings Trust Company provides our clients with a simple fee structure based upon the percentage of assets that we manage for them. Our individualized investment approach maximizes quality control and reduces multiple layers of fees.