Investor Presentation (2Q2016)
Strong Wealth Management Capabilities
Trust, Securities Brokerage, Private Banking, and Insurance consolidated
under one executive management team
■ $3.6B of trust and mutual fund assets under management
▪ $315MM in private banking loans and deposits
More than 5,000 trust and 1,000 private banking relationships
➤ Significant growth opportunities from shale-related private wealth
Robust product capabilities:
▪ Trust and investment management, and securities investment sales
Private client services
■
▪ Financial, retirement, and estate planning
▪ Insurance (personal, commercial, title, health)
Trust Assets (Market Value as of 12/31) ($B)
$3.8
$2.3
$3.0
$2.4
H
2002
2006
2008
2012
2016
(3/31)
Note: assets and clients as of 3/31/16; WesMark Funds net assets as of 3/31/16
$2.7
2004
$2.9
$3.2
2010
$3.6
2014
CAGR
WesMark
Fundsc
Net Assets
Growth
Gov't Bond
WV Muni Bond
Balanced
Sm. Co. Growth
(SMM)
$323.1
$258.7
$121.1
$ 99.6
$ 91.5View entire presentation