To invest in one of our products, you must follow
these simple steps:
1.First, you must fill out a Investor
Profile form to help us determine your risk profile. Once
you have submitted the form, an investment advisor will contact you with the
investment options best suited for you.
2.Depending on your profile and your advisor's recommendation,
you may want to invest in Mutual Funds (international customers only) or in
Fixed Income Investments, such as U.S. treasury Bills, Municipal Bonds,
etc.
We currently carry two families of funds: MFS Investment Management and Alliance
Capital Management.
These Investment Products offered
by Pacific National Bank:
(i) are not deposits insured by the FDIC;
(ii) are not obligations of Pacific National Bank;
(iii) are not guaranteed by Pacific National Bank;
(iv) involve investment risks, including the possible loss of principal.
