Investment Management Services

Investment Management Accounts

Let Evolve’s Trust Services manage your investments and put your money to work for you. When you open an Investment Management Account with us, we draw upon our sources of research and analysis to manage your money. The investment decisions we make for your investment portfolio are based on your life goals, risk tolerance and your investment objectives. In order to open an account, you sign a simple agency agreement designating us as your agent and transfer to us the assets you want us to manage. You continue to own your securities, and you may add or withdraw funds at any time.

Individual Retirement Accounts

Retire on your terms with an Evolve individual retirement account (IRA). An IRA offers significant tax advantages to help you save for the retirement you deserve.

Traditional IRA

With a traditional IRA, your contributions and earnings will grow tax-deferred until they are withdrawn. Certain contributions, depending on your income, are tax-deductible up to the full amount of the contribution. You may begin taking distributions after age 59 ½. You may benefit with a traditional IRA by saving tax dollars now if you anticipate a lower tax bracket at retirement.

Roth IRA

With a Roth IRA, your money will grow tax-free and you will not pay taxes when you withdraw at retirement. You may benefit with a Roth IRA by paying taxes now rather than later if you anticipate a higher tax bracket at retirement. You may be eligible to contribute to a Roth IRA, as well as an employer-sponsored retirement plan. There are no age limitations on contributions. Distributions may be taken without penalty after you have held your first Roth IRA for 5 years and turn age 59 1/2. You are not required to take from your Roth IRA at any age.