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Strategies for Every Stage of Life
Whatever your stage in life, HomeTrust Investment Services works with you to deliver personalized strategies from an experienced financial advisor. Investment services are available to customers of HomeTrust, Shelby Savings, Tryon Federal, Home Savings, and Rutherford County Bank.

HomeTrust Investment Services customers will have access to a broad range of investment options including:

• Fixed Income
• IRA’s
• Insurance
• Mutual Funds
• REIT’s
• 529 Plans
• Investment Planning
• Retirement

Whether it’s brokerage, insurance, or commercial strategies you seek, there is a product, program, or service to help meet your investment needs. Investment services are provided by UVEST Financial Services. UVEST is a registered broker dealer providing customized strategies to over 300 financial institutions in forty states throughout the country since 1992.

To schedule a complimentary, no obligation appointment, please contact Virginia Penland, Investment Services Assistant, at 828-698-7952.

Securities and Insurance products are offered by, UVEST Financial Services and its affiliates, member FINRA/SIPC. UVEST and HomeTrust Bank are independent entities.

Richard Peek
Richard Peek
Madeline Clas
Madeline Clas
Not FDIC Insured Not Bank Guaranteed May Lose Value Not Guaranteed by any Government Agency Not a Bank Deposit

http://www.finra.org
http://www.sipc.org

 

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives.
UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.
Please note that not all of the investments and services mentioned are available in every state.

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