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Investment Services

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

Your Wealth, Your Legacy

At Lake City Bank, managing your investments starts with learning about you — your goals, your time horizon, and the legacy you want to create. Our advisors combine decades of experience with leading research and technology to deliver strategies designed not just for today, but for generations to come.

We manage portfolios with discipline and agility, adapting to economic shifts and your evolving goals, so your wealth continues to work for you. 

Based on your situation, we have the right investment option for you.

Wealth Advisory Group

Our Wealth Advisory group works with individuals, families and charitable groups with $500,000 or more in investable assets. Our investment managers deliver sophisticated portfolio design that integrates estate, tax, and philanthropic planning — ensuring your wealth is managed with both precision and purpose. 

Learn more about investment management with the Wealth Advisory Group.

Explore Investment Management

Lake City Investments

Lake City Investments is designed for individuals with at least $50,000 in investable assets. Our financial advisors access the latest technology and world-class research to craft personalized portfolios and actively manage them as your needs and opportunities evolve. 

Learn more about investment management with Lake City Investments.

Lake City Investments

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Banking Tips & Insights

How to Plan a Vacation on a Budget

Worrying about paying off credit card debt when you come home can take all the fun out of a vacation. Read on to find out how to plan a vacation on a budget so you can focus more on experiences and less on expenses.