Charter One Bank is an old hand at selling annuities, and now the Cleveland-based thrift is leaning on that experience to help it sell mutual funds.

The $5.8 billion-asset thrift, the largest in Ohio, launched Charter One Investments last week to sell mutual funds and provide financial planning and discount brokerage services to its customers.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.