Tailored Investment Services
At Bath Savings Trust Company, your investments work harder and go farther. Our goal is to provide our clients with consistent asset stability and growth over time. Our financial consultants manage all operations from our Bath, Maine offices, so we get to know you on a personal level. And because we are not commission based, all purchase and sale decisions are made to help meet your financial objectives – not commission goals.
Expert Planning
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.
Online Services
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.