Invest with a Professional on Your Side

Investing doesn't have to be complicated or intimidating. Speak with a Financial Advisor who will give you as much or as little guidance as you need to simplify the process and help you feel confident about your investment decisions.


Investment Advisory Solutions

Through our Investment Advisory Solutions services we provide you with a personalized asset allocation strategy and a portfolio aligned with your objectives, as well as ongoing monitoring and rebalancing by financial professionals.


Personalized Service

Our Financial Advisors will assess your goals, risk tolerance and current financial situation to build an individualized investment strategy that works best for you.


Expertise

With a solid background of knowledge and experience, our Financial Advisors are committed to helping ensure that your assets work hard for you now and in the years ahead.

Enjoy integrated online investing and banking

Easily view and manage your investment and Bank of the West accounts1  online from a single screen.

1Deposit and loan products offered by Bank of the West, member FDIC.

2The consultation with a BancWest Investment Services financial professional is complimentary. Please note: The implementation of any recommendations provided during the consultation may result in trade commissions or other fees, charges or expenses. Any recommendations and guidance provided are limited to assets held at BancWest Investment Services.

3Opening a Bank of the West Premier Checking account requires a minimum opening deposit of $500. The $30 monthly service charge will be waived for your first two (2) statement cycles and may be waived thereafter when you maintain at least $50,000 combined average monthly balance per statement cycle in this Bank of the West Premier Checking account plus other eligible personal Bank checking, money market, savings, CDs, and IRAs, and prior end-of-month account balances in eligible BancWest Investment Services investment accounts. Deposit and loan products are offered by Bank of the West. Member FDIC. Equal Housing Lender.

Fifteen (15) $0 commission order executions for equities and Exchange-Traded Funds ("ETFs") per calendar month, per account ($6.95 order executions thereafter), for self-directed orders placed via the BancWest Investment Services online platform, subject to certain terms and conditions and additional fees (please refer to https://www.bankofthewest.com/personal-banking/investments/self-directed-investor.html for further details about self-directed investing available through BancWest Investment Services). If an order placed via the online platform is executed over multiple days, each day's executions for that order will be counted separately and applied against the remaining available $0 commission order executions available that month.

2Deposit and loan products offered by Bank of the West, member FDIC.

3Online Preferred Pricing is only available to individuals with an active Premier Checking account. Individual Online Preferred Pricing eligibility is determined on a daily basis by BancWest Investment Services. Online Preferred Pricing does not apply to business/corporate accounts, investment club accounts, partnership accounts, limited liability accounts or certain fiduciary or custodial accounts. Please contact BancWest Investment Services for additional information.