Investment Services
Whatever your stage in life, we can work with you to deliver personalized strategies from experienced financial consultants. Through a relationship with Osaic Institutions, Inc., investment services are available to all HomeTrust Bank customers.
Customers will have access to a broad range of investment options and services including:
- Custom Financial Plans
- IRAs
- Insurance Services
- Mutual Funds, Stocks, Bonds and Annuities
- REITs
- 529 Plans
- Investment Planning
- Advisory Services
- Online account access
Whether it’s brokerage, insurance, or commercial strategies you seek, there is a product, program, or service to help meet your investment needs. To schedule a complimentary, no obligation appointment, please stop by one of our branches or contact a financial consultant.
Meet Our Representatives
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.
