Trust & Investments

Make smart investment decisions with a financial roadmap from First Dakota. Our Trust & Investments team helps you plan for your family's financial success.

Plan for Your Future

Save for retirement, your family’s future, or that once-in-a-lifetime vacation with First Dakota National Bank. We’ve offered Trust & Investment services for over 88 years, and our experts know how to help you make good financial choices. From investment counseling and retirement plans to estate and financial planning, we help you make your dreams come true.

We proudly serve individuals, businesses, non-profit organizations, and other public entities with our Trust & Investment services.

“When I talked to other advisors, all they were interested in was how much money I had. First Dakota Trust & Investments was interested in my goals and answered my questions about my estate planning and investments without asking ‘How much?’ That is why I chose First Dakota.”

— Gene O., Yankton, SD

Services

Investment Management Accounts

   Benefits to You:

  • Professional investment management
  • Income tax savings
  • Recordkeeping

Retirement Plans

   Benefits to You:

  • Professional investment management
  • Tax savings
  • Key employee retention
  • Worry-free retirement
  • Medical Savings Accounts

Trusts

   Benefits to You:

  • Professional investment management
  • Estate tax savings
  • Avoidance of probate
  • Maximum privacy
  • Recordkeeping
  • Assistance in the event of health failure
  • Protection in event of incapacity
  • Peace of mind
  • Farm and Real Estate management

Want to chat with us about trust and investment options? Meet our Investment team, and contact us anytime to open an account.

Learn more about Trust & Investments services through First Dakota. Review our information on Retirement Planning & Services.

Curious about how much to save for retirement or how much you should invest? Check out our easy-to-use financial calculators.

Please note: securities are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal.

Retirement Planning & IRAs


Be ready for your retirement with any of our IRA accounts.

Our Trust & Investments Team


We’re here to help you account for your dreams. Meet our Trust & Investments team and reach out to us anytime.

Trust & Investments News


Stay informed on financial news and trends that could affect trusts and investments with our Outlooks newsletter. Each issue highlights positive takeaways, potential warning signs, and more.

Personal Banking

Choose a local bank who supports your dreams. Since 1872, we’ve prided ourselves on offering you the hometown touch, complete with unparalleled customer service. Open an account for your dreams with First Dakota National Bank.

Contact Us