Gracie Trust Capital Bank is one of the nation’s largest bank-based financial services providers, allowing you to bank from anywhere in the country and do business seamlessly.
We can help you whether you’re new to investing, want to work with an experienced professional, or require tailored investing advice.
With simple tools for managing your investments, you're in command. Anywhere, at any time.
Build a wealth plan with an Gracie Trust Capital Bank Wealth Personal banker to help you reach your goals.
Your in-branch Personal banker can help you select the right investment based on your investing goals.
We provide two options for self-directed investors: Gracie Trust Capital Bank Easy Trade and Gracie Trust Capital Bank Direct Investing, whether you desire a mobile trading app or access to intuitive trading platforms and advanced tools. Determine which one is best for you.
Your success cannot be measured solely by numbers. Our discovery method incorporates the cutting-edge study of behavioral finance, which our advisers utilize to understand your Wealth Personality and what drives your wealth decisions, including your financial blind spots.
We chart your Wealth Personality using the Five Factor Model of Personality. This model identifies major personality traits, which can aid in the prediction of behaviors and the identification of underlying motivations – as well as allowing your Gracie Trust Capital Bank Wealth advisor to see how your and your partner’s personalities interact to influence financial and investing decisions.
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