Investment Management

Let’s be frank. Today’s investment marketplace is significantly more challenging and more complex than any market in recent memory. More than perhaps ever before, investment success demands a combination of skill, experience, knowledge, integrity, good judgment and patience that few investment houses - never mind banks - retain.

To the benefit of our investment management clients, Mechanics Bank is among those few.

We team seasoned Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP) to deliver personalized financial management for you, your family, your business or your non-profit. This multi-disciplinary approach brings together fundamental research, technical analysis and contemporary economic assessments to inform a strategy unique to you.

Though based in the same communities where you live and work, our investment professionals tirelessly seek to capitalize on both domestic and international opportunities that will help you achieve your goals.







Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.

Investment management and trust services are offered by Mechanics Bank Wealth Management.

Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.

Investment and insurance products are: