Community Banking

Trust & Investments

We have an array of services to preserve and enhance your wealth so that you and your loved ones can spend less time managing your money and more time enjoying it.

• Trust administration services
• Estate settlement and trust termination services
• Investment management services

Our Trust and Investment Services Officers are available to help you Monday through Friday, 8:00 a.m. to 5:00 p.m., and after hours by appointment.

We have Trust and Investment Management offices at:

• 75 Santa Rosa Street, San Luis Obispo, CA 93405
• 33 E. Carrillo Street, Santa Barbara, CA 93101
• 300 S. Mills Road, Ventura, CA 93003

For your convenience, we can meet with you there, at the office where you bank, or at your home or office.

Our Trust and Investment Services officers are friendly, knowledgeable, and live and work in your community. To schedule an appointment, please call the office nearest you.